Wealth Management Consultant

1 month ago


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

Sagen Advisory is a rapidly expanding wealth management business with a reputation for excellence. We are currently seeking several Financial Advisors to join our team.

The ideal candidate will be a financial/commercially qualified graduate, a junior financial planner, or an experienced financial planner who is seeking to join a customer-focused expanding business. They should have a strong desire to build a career in the wealth management environment and possess excellent customer service skills.

Key Responsibilities:

  • Building relationships with clients to provide tailored wealth management solutions
  • Developing and implementing effective sales strategies to achieve revenue targets
  • Collaborating with the wider Sagen Advisory team to ensure seamless client service

Requirements:

  • Bachelor's degree in Commerce or Law, or any other related field OR Wealth Management NQF5
  • RE5 passed
  • 4+ years of industry experience (actively practicing as a financial advisor 'in the field')
  • 27+ years of age
  • Valid Driver's License
  • Own Reliable Transport

What We Offer:

  • R 0 Base Salary = 100% commission
  • Vesting Bonuses: earn up to 3x policy premium value on top of the commission
  • R 24, 000.00 Training support over 2-3 months (R 8, 000.00 per month x 3 months)
  • R 16, 00 interest-free Technology loan (for Laptop/tablet/phone), repayable over 24 months
  • 30% Recurring Passive Income on Short-Term referrals (Personal and Commercial Lines)
  • 30% Recurring Passive Income on Medical Aid & Gap Cover referrals
  • 30% Recurring Passive Income on Employee Benefit Referrals
  • 50% Recurring Passive Income on all Independent Referrals (any Business signed under SFG IB)
  • 30% per submission fee on Referrals to Lucrum for Tax Submissions, valued @ 30% x R700 = R210

Estimated Salary Range: R 120,000 - R 180,000 per annum

Additional Benefits:

  • Opportunity for management experience, subject to an approved action plan
  • Full Support Structure: Admin, Paraplanner, Office + Boardroom, 1-link access to Specialists
  • Hands-on practical-in-field-training with CEO / Senior- / Executive- / Certified Financial Planner (CFP) per Entity
  • Qualify for bi-annual company retreats and monthly social events


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