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Financial Services Specialist

2 months ago

Durban, KwaZulu-Natal, South Africa Micah Govender Developments Full time
About the Role

Micah Govender Developments is seeking an experienced Financial Advisor to join our team in Kwa-Zulu Natal, Gauteng, or Western Cape offices. As a Financial Advisor, you will be responsible for establishing long-term relationships with clients, providing financial planning services, and identifying client needs to offer suitable financial solutions.

Key Responsibilities
  • Establish and maintain strong relationships with clients to understand their financial goals and objectives.
  • Conduct financial needs analysis to identify client needs and provide suitable financial solutions.
  • Develop and implement comprehensive financial plans to help clients achieve their financial goals.
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and provide expert advice to clients.
  • Collaborate with internal teams to provide seamless service to clients and achieve business objectives.
Requirements
  1. Matric or NQF4 equivalent certification.
  2. Tertiary Certificate and/or Degree.
  3. Financial qualification and/or RE5 accredited.
  4. Drivers license with own vehicle.
  5. Sales experience and skills.
  6. 1 year financial industry experience (beneficial).
  7. Latest 6 months commissions statements (beneficial).
What We Offer
  • Choice of different Sanlam adviser contracts.
  • Up to 90% - 100% commission.
  • Vesting Bonuses for the first 2 years.
  • Performance Bonus (13th cheque) in December.
  • Assistance with the purchase of technology equipment.
  • Membership of Pension Funds and Group Life Schemes.
  • Initial and ongoing training via Sanlam's Academy.
  • Support with industry-related qualifications.
  • Access to mobile nurses and doctors for client medicals.
  • Access to Sales Consultants who can assist with client projects, database segmentation, product advice, etc.
  • Access to product specialists (risk, savings, investments, private wealth, loyalty programs, etc.).
  • Compliance support.
  • Marketing support.
  • Access to Legal advisors.
  • Financial planning tools.
  • Allowances and Salaries offered for Advisors available (T&Cs apply).