Salaried Financial Advisor

SUMMARY:
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. POSITION INFO:

Department & Region: Kwa-Zulu Natal / Gauteng Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng. Company offers the following: ü  Provision of office space and full infrastructure for financial advisors ü  Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms ü  Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft access ü  Access to business coaching and client advice support ü  Assistance with practice management ü  Training support, i.e. technical and soft skills training ü  Access to an effective lead generation systems and training ü  Support with succession planning ü  Support with unlocking of equity from adviser practices Output/Core Tasks: ü  Establish long-term relationships with clients ü  Financial planning for clients ü  Focus on identifying client needs and then offer suitable financial solutions ü  Provide excellent service orientation and frequent contact with clients Requirements:

• Matric or NQF4 equivalent certification (Essential)
• Tertiary Certificate and or Degree (Essential)
• Financial qualification and RE5 accredited (Beneficial)
• Driver’s license with own vehicle (Essential)
• Sales Experience and Skills (Essential)
• 1 year financial industry experience (Essential)
• Latest 6 Months commissions statements (Essential)

Remuneration and benefits:

• Choice of different adviser contracts
• Up to 100% 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 Sanlam’s 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