Financial Advisor Internship

2 weeks ago

Cape Town, South Africa Sagen Advisory Full time

We, Sagen Advisory, are recruiting several **Financial Advisor Interns** for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country.

The company will allow you to either build your own client base or invest in your current client base. Though new client acquisition will be an integral part of this role, the client will provide clients with service from the start.

**Minimum Requirements**
- Bachelor's degree in Commerce, Finance or Law, or any other related field OR Wealth Management NQF5
- Must be extroverted, outgoing, love a challenge, and have a go-getter attitude
- A passion for Entrepreneurship and Sales
- Willingness to learn and do courses
- Valid Driver’s License
- Own Reliable Transport
- 25+ years of age
- Competitive

**Remuneration**
- R 15 000 Basic Salary
- 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

**Work experience Incentive**
- As-and-when leads list is provided through
- Sanlam database leads
- EBSure Wills, a new entry to and exit of
- company corporate fund
- MedSure client base
- 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
- Specialists in every holistic field (Investments, corporate structures, employee benefits, medical aid, short-term, Risk, Savings, Wills, Estate Planning, Tax calculations
- Qualify for bi-annual company retreats and monthly social events

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