Financial Advisors - Durban

Micah Govender Developments

Durban, KwaZulu-Natal
R5,000-8,000 per month
Contract
Full-time

2 months ago

Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal.Company offers the following:ü Provision of office space and full infrastructure for financial advisorsü Full suite of administration services, i.e. new business finalisation, client services and client retention mechanismsü Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft accessü Access to business coaching and client advice supportü Assistance with practice managementü Training support, i.e. technical and soft skills trainingü Access to an effective lead generation systems and trainingü Support with succession planningü Support with unlocking of equity from adviser practicesOutput/Core Tasks:ü Establish long-term relationships with clientsü Financial planning for clientsü Focus on identifying client needs and then offer suitable financial solutionsü Provide excellent service orientation and frequent contact with clientsRequirements: * Matric or NQF4 equivalent certification (Essential)

Tertiary Certificate and or Degree (Essential)
Financial qualification and or RE5 accredited (Beneficial)
Drivers license with own vehicle (Essential)
Sales Experience and Skills (Essential)
1 year financial industry experience (Beneficial)
Latest 6 Months commissions statements (Beneficial)

Remuneration and benefits: * Choice of different Sanlam adviser contracts

Up to 90% commission
Vesting Bonuses for the first 2 years
Performance Bonus (13th cheque) in December
Assistance with the purchase of technology equipment
Membership of Pension Funds and Group Life Schemes
Initial and ongoing training via Sanlams Academy
Support with industry related qualifications
Access to mobile nurses and doctors for client medicals
Access to Sales Consultants who can assist with client projects, database segmentation, product advice etc.
Access to product specialists i.e. risk, savings, investments, private wealth, loyalty programs etc.
Compliance support
Marketing support
Access to Legal advisors
Financial planning tools
Training Allowances offered for Graduate Advisors R5000 R8000 over the first 3 months only
Salary offers to Qualified and Experienced Advisors R8000 R20000pm (Depending on track record)

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