Financial Planning Consultant

7 days ago

Durban, KwaZulu-Natal, South Africa Alpha & Omega Advisory | End-to-End HR, Payroll, Hiring & Background Check Services for South Africa Full time R400 000 - R800 000 per year

Exciting Opportunity for Sales Professionals New to Financial Services
Are you a motivated sales professional with strong communication skills and a passion for building relationships? Are you ready to launch your career in the financial services industry with a trusted, supportive team?

We're looking for dynamic individuals with sales and cold calling experience who are eager to develop their own client network and grow in a rewarding financial planning role.

What We Offer:

  • Fully equipped office space with comprehensive infrastructure tailored for financial planners
  • Complete administration support from new business finalisation to client retention
  • Professional telephony services including internet, email, voice logging, and secure data storage
  • Access to expert business coaching and client advice support
  • Practice management assistance to keep you on track
  • Technical and soft skills training to develop your industry knowledge

  • Competitive remuneration:

  • Choice of different Sanlam adviser contracts

  • Up to 100% commission on sales

  • Vesting bonuses for the first 2 years

  • Support with purchasing technology equipment

  • Membership of Pension Funds and Group Life Schemes
  • Ongoing training via Sanlams Academy and support with industry qualifications
  • Access to mobile nurses for client medicals
  • Assistance from sales consultants and product specialists
  • Compliance, marketing, and legal support
  • Financial planning tools to help you succeed

Your Key Responsibilities:

  • Build and maintain long-term relationships with clients
  • Provide personalized financial planning and advice tailored to client needs
  • Identify client needs and recommend suitable financial solutions
  • Maintain excellent service orientation with frequent client contact

What Were Looking For:

  • Sales experience with a proven ability to generate leads and close deals
  • Experience with cold calling and developing new business
  • Strong verbal communication and presentation skills
  • Ability to build and grow your professional network
  • Self-motivated with an entrepreneurial mindset
  • Computer literate and organized
  • Grade 12 or equivalent
  • Valid drivers license and own vehicle (Must have)
  • Clean criminal record and good credit history

Previous financial services experience is a plus but not essential we provide all the training and support you need

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