Financial Advisor

Sanlam; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services group in Durban is seeking a Financial Advisor to provide personalized financial planning and advisory services. This role requires effective communication and a client-centric mindset. The position offers a commission-earning structure with various bonuses and allowances. Interested candidates should have a matric qualification and a passion for empowering clients.

Benefits

Vesting bonuses

13th Cheque / production bonus

Training Allowance of R26 000.00

Technology Loan of R16 000.00

Ongoing training free of charge

Group Life, pension fund and income protection

Qualifications

• Matriculation is essential; Degree or Diploma preferred.
• Own vehicle and driver's license required.
• Previous experience in sales is necessary.

Responsibilities

• Provide personalized financial planning and advisory services.
• Analyze financial situations and develop customized financial plans.
• Engage with clients and build long-term relationships.

Skills

New business development

Excellent communication

Interpersonal abilities

Client-centric mindset

Proficiency in technology

Entrepreneurial spirit

Education

Matriculation

Degree / Diploma

Job description

Overview

At Sanlam, our mission is to help individuals live a life of confidence today and every day. As a leading financial services group, we provide expert advice and solutions to empower our clients in their financial journey.

Role Description

This is a full-time Financial Advisor role based in Durban, with flexibility for some remote work. As a Financial Advisor, you will be responsible for providing personalized financial planning and advisory services to clients. This includes analyzing financial situations, developing customized financial plans, and providing recommendations on investments, retirement planning, and financial strategies. You will also actively engage with clients and build long-term relationships to help them achieve their financial goals.

Personal Attributes

• Communicates effectively
• Tech savvy
• Action oriented
• Interpersonal savvy
• Persuades

Skills and Abilities

• New business development is key - the ability to network, prospect, and build client relationships
• Excellent communication & interpersonal abilities, with a passion for people and empowering clients.
• A client-centric mindset with a commitment to integrity, professionalism, and ethical conduct.
• Proficiency in computers and technology
• Entrepreneurial spirit and a drive to innovate and adapt to changing market dynamics

Compensation and Training

Please note that this is a commission earning job. There is no basic salary, just a training allowance paid over 3 months.

What We Offer

• Vesting bonuses
• 13th Cheque / production bonus
• 6-8% of the annual commission
• Training Allowance of R26 000.00 paid over 3 months
• Technology Loan of R16 000.00 to obtain a laptop / printer
• Ongoing training free of charge
• Business opportunity
• Sanlam will pay for further studies industry related only
• Group Life, pension fund and income protection / spouse

Requirements

• Matriculation (essential)
• Degree / Diploma (preferred)
• Own vehicle and driver's license
• Previous experience in sales

Join Our Team

If you\'re ready to take your career to new heights and make a meaningful impact in the lives of others, we want to hear from you. Apply now and become part of a dynamic team that\'s shaping the future of finance.