Job Description

Details:
Position:       Financial Advisor’s
Industry:      Financial Services
Location:      Randburg
Salary:         Market Related

Job Purpose:

  • Advisors need to be 23 years or older and have a minimum of a year’s advisory experience and possess their RE5 certificate.
  • Non RSA Citizens are welcome provided they have a passport, work permit and international/SA driver’s license.
  • A clear credit/criminal record would be favorable, possible exception for advisors with negative credit records, provided they have a payment plan arrangement with the default vendor.
  • Selling points to Advisors are quite comprehensive – offered a basic salary of R11k per month for the first 2 months whilst in training. Commission split potential of 100%. Vesting bonus that would result in 140% of commission. Interest free Technology loan of R20k to purchase technological equipment. Telemarketers making appointments.
  • Full back-office/admin support. Upfront bursaries for industry related degrees/certificates/diplomas. On-going training and Mentorship and a career plan with the ultimate goal of owning your own Sanlam franchise (should they want the option).

Job Outputs:

  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Answering client questions abouFinanial t financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Analyzing financial data received from clients to develop strategies for meeting clients'' financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
  • Implementing financial plans or referring clients to professionals who can help them.

Qualifications:

  • BCom Degree /BTech Accounting & Auditing / BTech Internal Audit
  • RE5 certificate.
  • Code 8 driver’s license

Experience:

  • 1 Year+ experience as a Financial Advisor, If the advisor is in the industry for more than 6 years, he/she needs to have 120 FAIS credits on NQF Level 5, in their name. Valid Driver’s license and own vehicle compulsory to travel to clients on a daily basis
  • Knowledge and Skills:
  • Proficiency in English, strong verbal and writing skills
  • Ability to work on your own
  • Excellent communication skills
  • Able to multi task
  • Deadline driven

Should you not hear from us within 4 weeks please consider your application unsuccessful.

Closing Date:
24 May 2020

Contact:
palesa@------

 

 

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