Executive Financial Adviser

Sanlam; Pretoria; Hybrid; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider is looking for experienced financial advisors to grow a client base and market various financial products. The ideal candidates will have a minimum of 2-3 years of financial planning experience and will enjoy a market-leading remuneration package. The position offers hybrid or office-based work in Pretoria, with full training and support provided.

Benefits

Lucrative vesting incentives

Ongoing support from a well-established team

Established admin assistants provided

Qualifications

• Minimum of 2-3 years financial planning experience necessary.
• 6 months of Sales records and commission statements required.
• Clear ITC and no criminal record essential.

Responsibilities

• Grow a client base and market Sanlam products to clients.
• Provide ongoing support and assistance to clients.
• Utilize established lead opportunities to assist in business growth.

Skills

Sales and Customer Service

Networking Skills

Strong Planning and Organisational skills

Reporting Skills

Attention to Detail

Deadline-Oriented and results driven

Education

Industry recognized qualification (minimum of credits)

RE 5 (essential)

Class of Business Training completed

Job description

We are looking for suitably experienced financial advisors who share our passion for service excellence to join our team & to build a career as a financial planner.

The individual will be responsible for growing a client base and will have the ability to market all Sanlam products to medium to high net-worth individual and corporate clientspany : Sanlam Life Ltd is one of the top financial services providers in the South African market.We're all about building strong, lasting relationships with our financial advisors.

We know that you have hopes for your future – your career, your personal development and of achieving great things.

We pride ourselves in helping our financial advisors to realise their worth.Our company is built on a respect for what people are worth and an appreciation for what they can become.

We know that your worth is infinite and unique – and want to inspire you to realise this worth.This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.Personal Attributes and skills : Sales and Customer ServiceNetworking SkillsAble to work independentlyStrong Planning and Organisational skillsReporting SkillsAttention to DetailDeadline-Oriented and results drivenEducation and Experience Required : Industry recognized qualification (minimum of credits).

RE 5 (essential)Class of Business Training completed.Minimum of 2-3 years financial planning experience necessary.6 months of Sales records and commission statements.Clear ITC and No criminal record.Important Information : Valid Driver's license and own vehicle essential.Hybrid or office based in Lynnwood, Pretoria.Full product training & financial planning training offered.Ongoing support and assistance from a well-established team.Remuneration and Benefits : A market-leading remuneration contract designed to provide income stability.Lucrative vesting incentives for 24 months.Multiple Revenue streams as you can sell all Sanlam products.Established admin assistants provided and benefiting for established lead opportunities to assist to grow your business.You can apply by sending your CV to before the closingdate : 31 / 10 / .

Please use reference : EFA-

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