Investment Consultant
7 days ago
Business Overview:
Micah Govender Developments is dedicated to providing a wide array of financial solutions tailored for clients across various market segments, including entry-level, middle-income, affluent, and self-employed individuals in South Africa. Our goal is to support long-term wealth accumulation, asset protection, and specialized financing requirements.
We are seeking seasoned life and investment financial advisors to operate from our offices.
What We Offer:
- Fully equipped office space and comprehensive infrastructure for financial advisors
- Complete administrative support services, including new business processing, client service, and retention strategies
- Telecommunication services, including internet, email, phone, voice recording, secure data storage, and full Microsoft suite access
- Business coaching and client advisory support
- Practice management assistance
- Training programs covering both technical and interpersonal skills
- Effective lead generation systems and training
- Succession planning support
- Equity unlocking assistance from advisor practices
Core Responsibilities:
- Build and maintain long-term client relationships
- Conduct financial planning for clients
- Identify client needs and propose appropriate financial solutions
- Deliver exceptional service and maintain regular client communication
Qualifications:
- Matric or NQF4 equivalent certification (Essential)
- Tertiary Certificate and/or Degree (Essential)
- Financial qualification and/or RE5 accreditation (Beneficial)
- Valid driver’s license and own vehicle (Essential)
- Proven sales experience and skills (Essential)
- Minimum of 1 year experience in the financial sector (Beneficial)
- Recent commission statements from the last 6 months (Beneficial)
Compensation and Benefits:
- Variety of Sanlam advisor contracts available
- Commission structure ranging from 90% to 100% (Sales can yield commissions between R10,000 and R15,000 subject to terms and conditions)
- Vesting bonuses for the initial two years
- Performance bonus (13th cheque) provided in December
- Support for technology equipment purchases
- Membership in Pension Funds and Group Life Schemes
- Initial and ongoing training through Sanlam's Academy
- Assistance with obtaining industry-related qualifications
- Access to mobile healthcare professionals for client medicals
- Support from Sales Consultants for client projects, database management, product advice, etc.
- Access to product specialists in risk, savings, investments, private wealth, and loyalty programs
- Compliance and marketing support
- Access to legal advisors
- Financial planning tools
- Allowances and salaries available for advisors (subject to terms and conditions)
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