Financial adviser – Government Job Vacancies in Umhlanga

Sanlam Connect (East Coast)

Introduction

At Sanlam, we are intent on bolstering our adviser footprint to better service neglected segments within the middle to affluent South African population.  Sanlam is offering to prospective financial advisers a compelling opportunity join us to grow our adviser team. A wealth of resources and support will be available to ensure you are successfully vested as financial adviser

Ideal candidates will have:

  • Matric / Grade 12
  • Tertiary qualification an advantage
  • 2 years’ Financial Advisory sales experience will be an advantage
  • RE5 and FAIS qualifications an advantage
  • Clear credit record and criminal record
  • Own transport and drivers’ licence

What we offer:

  • Commission 85%
  • A merket-leading remuneration contract designed to provide income stability
  • Access to funds for first 2 months whilst in training
  • A monthly production bonus guaranteed for the first 12 months
  •  Annual performance bonus
  • Professional development & training
  • A sophisticated & interactive digital advise tool to support client engagements/planning
  • Medial aid and Pension fund
  • Group life benefits
  • Bursary to study (CFP)
  • Interest free technology loan

What will you do :

  • Establish and define professional relationship with clients
  • Gather data including goals
  • Analise and evaluate financial status
  • Develop and present financial planning recommendations and/or alternatives
  • Implement financial planning recommendations
  • Monitor the financial planning recommendations

Interested?

To discuss this opportunity further and in confidence, kindly submit your updated CV with supporting documents.

 

APPLY HERE : https://www.pnet.co.za/jobs–Financial-adviser-Umhlanga-Sanlam-Connect-East-Coast–3462257-inline.html

To apply for this job please visit www.pnet.co.za.

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