Wealth Management Consultant
1 month ago
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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