Financial Advisor - Durban, South Africa - Micah Govender Developments

Micah Govender Developments

Verified Company

Durban, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Business Description:

Sanlam 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 planners to be based in its Durban Offices.

Company offers the following:

Provision of office space and full infrastructure for financial planners
Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms
Access to business coaching and client advice support
Assistance with practice management
Training support, i.e. technical and soft skills training
Access to an effective leads system
Support with succession planning
Support with unlocking of equity from adviser practices

Output/Core Tasks:

Establish long-term relationships with clients
Financial planning for clients
Focus on identifying client needs and then offer suitable financial solutions
Provide excellent service orientation and frequent contact with clients

Requirements:

Financial / Marketing / Sales and or some tertiary qualification (Graduates are welcomed)
RE5 / FAIS 120 credited (A sure benefit)
Valid Drivers License and own vehicle (Essential)
Clear Criminal and Debt record (Essential)

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 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

16. Fixed term based allowances offered

Job Types:
Full-time, Permanent, Graduate

Salary:
From R10,000.00 per month

Education:

High School (matric) (required)

License/Certification:
- drivers license (required)
NON NEGOTIABLE

Job Types:
Full-time, Permanent, Graduate

Salary:
From R8,000.00 per month

Application Question(s):