Professional Sales and Wealth Management Career Opportunity

1 month ago


Cape Town, Western Cape, South Africa Sagen Advisory Full time

We are a leading wealth management business in South Africa, rapidly expanding our operations with a strong reputation for excellence. Our company is headquartered in Durbanville, Stellenbosch, and we are currently expanding across the country.

This exciting role offers an opportunity to build your own client base or invest in your current clients. You will be provided with comprehensive support from the start, including service and sales guidance.

The ideal candidate will be a financial/commercially qualified graduate, a junior financial planner, or an experienced financial planner seeking to join a customer-focused expanding business. They should also have a passion for entrepreneurship and sales, as well as a willingness to learn and grow within our organization.

Key Requirements

  • Bachelor's degree in Commerce, Finance, Law, or related field OR Wealth Management NQF5 certification
  • Extroverted and outgoing personality with a go-getter attitude
  • A passion for entrepreneurship and sales
  • Willingness to learn and take on new challenges
  • Valid driver's license and reliable transportation
  • 25+ years of age

Remuneration Package

  • R 15 000 basic salary per month
  • TARGET: The greater of 8 sales per month OR 40 000 production points
  • 65% commission payable every 3 months on commission amount greater than R 120 000
  • R 16 000 interest-free technology loan (for laptop/tablet/phone) repayable over 24 months

We offer a comprehensive support structure, including administrative support, paraplanning services, office and boardroom facilities, and access to specialists in various fields. This includes hands-on practical training with our CEO, senior executives, and certified financial planners.

You will also qualify for bi-annual company retreats and monthly social events, subject to meeting performance targets. A competitive remuneration package and excellent career growth opportunities make this an attractive choice for ambitious professionals seeking to excel in the wealth management industry.



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