Financial Advisors (Sanlam Division) | Pretoria, South Africa | Ref: GP20200603-01 126 views

OVERVIEW:

Our client is a well established with Sanlam and is in search for specific talent to join their successful Financial Advisors division based in Pretoria, South Africa which is expanding radpidly. Our clients is also able to offer products and services through Brightrock and Matrix (details below under extra notes). Note that this is a commission only based position but there is alluring structures in place for the right candidates. 

DUTIES:

  • Generate your own leads in the business owners and professionals market in Johannesburg and Pretoria, but can have clients nationally if you already have clients in other provinces
  • Follow the 6-step financial planning process with clients
  • Advice clients on financial planning, retirement planning, life insurance and investment and any associated products and services 
  • Conduct Sanlam meetings, Recommendations meeting, Implementation meeting and Progress meeting with clients
  • Compile and update financial plans for clients
  • Prepare quotations as necessary
  • Conclude business with clients
  • Ensure annual reviews are conducted
  • Attend major product provider workshops, launches and webinars

REQUIREMENTS AND QUALIFICATIONS:

  • Qualified Financial Advisors – active currently 
  • RE Examinations (essential) and FAIS credits (completed within 6 years of employment) 
  • ITC clear (MIE) will be conducted
  • Able to communicate and write in both English and Afrikaans proficiently 
  • Average commission of R 200,000.00 within the last 12 months (Compulsory) 

ADDITIONAL:

  • Group Life/Pension and Medical aid compulsory
  • Commission splits start at 100% (10% retention account for you to a maximum of R100,000.00)
  • Vesting bonus payable monthly for 24 months 
  • Workspace, Internet, Printers and Licensing is paid for by the company in our clients offices
  • Sanlam does the physical appointment under my clients MO structure and the advisors can sell both Matrix and Brightrock risk
  • Office and secretarial allowance payable after 24 months if specific production standards are met (3-10%)
  • Training allowance of R12 000 per month for first 2 months payable
  • Technology Loan of up to R20 000 for the purchase of a laptop if needed

This is a commission only based position.  

More Information

Only registered candidates can apply for this vacancy.
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