Financial Planner - Altovex Sanlam , Roodepoort

  • Roodepoort
  • Salary: R11 500.00 - R80 000.00 Per Month
  • Bonus: Incentive bonus
  • Commission: Yes
  • Job Type: Permanent
  • Posted by Altovex Sanlam on Tuesday, August 20, 2019
  • Reference: ChanelleS1
  • Apply before Saturday, October 19, 2019 - 57 Days left

Vacancy Details

Employer: Altovex Sanlam

Financial Advisors required in our Roodepoort offices. 

Sanlam is looking for exceptionally ambitious and financially minded individuals who wish to establish a career in the financial industry.

 

As a leader in the industry, Sanlam offers extensive training and development; we also assist in obtaining your accreditation as a Certified Financial Planner. Join our team of highly skilled financial planners operating in key accounts.

 

This exciting career offers an opportunity to earn above average income because of our lucrative commission structure with added incentives (monthly bonus).

We offer...

  • Unlimited earning potential - Vesting incentive/bonus for 24 months
  • Own Office
  • Excellent support structure – Employee Benefits Specialist, Key Accounts Specialist etc
  • Back Office and Admin Support
  • Telemarketer and diary Management services
  • Mentorship of Newcomer advisers by vested Financial advisers with years of Sanlam and industry experience
  • Processing and preparation of FNA
  • Submission of new business- ANB
  • Arranging for medicals and other outstanding requirements
  • Submission of additional requirements
  • All service related queries
  • Follow up of outstanding premiums
  • Submission of client updates and changes
  • Handling of client queries
  • Liaise with customer contact centre
  • Switches
  • Portfolio reviews
  • Client liaison
  • Replacement warnings/alerts
  • Sanlam academy - continuous training
  • Various Rewards & Recognition for outstanding performance

 


Required Skills

  • marketing : 1 to 2 years
  • sales
  • entrepreneul skills : 2 to 3 years

Candidate Requirements

·         Grade 12 or equivalent

·         RE Certificate defnite advantage 

·         FAIS credits on NQF 5 or working towards a recognised qualification (Wealth Management) defnite advantage

 

·         Driver’s license and own vehicle

  • Establish and maintain a client base
  • To give professional advice to clients
  • To build a profitable practice

 

This position reports to: Sales manager Apply before Saturday, October 19, 2019 - 57 Days left Companies may expire jobs at their own discretion. If you have not received a response within two weeks, your application was most likely unsuccessful.
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