Financial Advisor

Sanlam; Durban; On-site; ZAR 300,000 - 700,000; Full time

Job summary

An established industry player is seeking experienced Financial Planners to join their dynamic team. This role offers a unique opportunity to unlock your earning potential through a lucrative commission structure and a supportive environment. With a focus on continuous growth and development, you will have access to training allowances and the renowned academy for ongoing education. Enjoy comprehensive benefits, including medical aid and performance-based bonuses, while building and managing your own client base. If you are a motivated professional looking for a rewarding challenge, this opportunity is perfect for you.

Benefits

Lucrative Commission Structure

Vesting Bonus

Full Admin Support

Training Allowance

Interest-Free Tech Loan

Annual Production Bonus

Comprehensive Benefits

Petrol Allowance

Cell Phone Allowance

Qualifications

• Minimum 1 year of experience as a Financial Planner.
• Driver's license and access to own vehicle required.

Responsibilities

• Build and manage a client base by establishing relationships.
• Provide expert financial advice to clients.
• Develop and maintain a profitable practice.

Skills

Financial Planning

Client Relationship Management

Sales Skills

Expert Financial Advice

Education

Matric or equivalent

NQF Level 5 credits or recognized qualification

Job description

Join Our Team : Experienced Financial Planners Wanted

We are expanding and seeking experienced Financial Planners to join our dynamic team.

If you're a motivated and results-driven professional looking for a new challenge, we'd love to hear from you.

PLEASE NOTE THAT THIS IS A COMMISSION BASED JOB ONLY

Unlock Your Earning Potential

Lucrative Commission Structure : Our best-in-class commission structure rewards your hard work and dedication.

Vesting Bonus : Earn a bonus over the first 24 months, providing a significant boost to your income.

Support for Success

Full Admin Support : Our dedicated team handles administrative tasks, freeing you to focus on high-value activities.

Training Allowance : Receive a training allowance for the first 2 months to ensure a smooth transition.

Interest-Free Tech Loan : Get the latest technology to enhance your productivity and client engagement.

Continuous Growth and Development

Sanlam Academy : Access our renowned academy for ongoing training and development.

Bursaries for Industry-Relevant Courses : Enhance your skills and knowledge with our financial support.

Personal Development and Business Opportunities : Develop your entrepreneurial spirit and build a successful career.

Recognition and Rewards

Annual Production Bonus : Earn incentives based on your performance.

Comprehensive Benefits : Enjoy medical aid, pension, Group Life cover, and more.

Rewards and Recognition Programs : Be acknowledged and celebrated for your achievements.

Petrol Allowance : Receive a petrol allowance to help you stay on the move when you meet your targets.

Cell phone Allowance : Enjoy a cell phone allowance to support your business communications when you achieve your goals.

Your Role as a Financial Planner

At Sanlam, your responsibilities will include :

1. Building and Managing a Client Base : Establish and maintain relationships with clients.
2. Professional Advice : Provide expert financial advice to clients.
3. Profitable Practice Building : Develop and maintain a profitable practice.

Qualifications and Requirements

1. Minimum 1 Year Experience : A minimum of 1 year of experience as a Financial Planner.
2. Educational Background : Matric or equivalent.
3. Educational Credits : Ideally, credits on NQF Level 5 or a recognized qualification.
4. Driver's License and Own Vehicle : A valid driver's license and access to your own vehicle.

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales