Description:
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 / Gauteng / Western Cape Offices. Company offers the following:Provision of office space and full infrastructure for financial advisorsFull suite of administration services, i.e. new business finalisation, client services and client retention mechanismsTelephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft accessAccess to business coaching and client advice supportAssistance with practice managementTraining support, i.e. technical and soft skills trainingAccess to an effective lead generation systems and trainingSupport with succession planningSupport with unlocking of equity from adviser practices Output/Core Tasks:Establish long-term relationships with clientsFinancial planning for clientsFocus on identifying client needs and then offer suitable financial solutionsProvide excellent service orientation and frequent contact with clients Requirements: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 contractsUp to 90% commissionVesting Bonuses for the first 2 yearsPerformance Bonus (13th cheque) in DecemberAssistance with the purchase of technology equipmentMembership of Pension Funds and Group Life SchemesInitial and ongoing training via Sanlams AcademySupport with industry related qualificationsAccess to mobile nurses and doctors for client medicalsAccess 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 supportMarketing supportAccess to Legal advisorsFinancial planning tools
23 Mar 2024;
from:
gumtree.co.za