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Financial Advisor – Sanlam


Job title: Financial Advisor – Sanlam

Company: Sanlam

Job description: Do you wish to determine your monthly earnings? There is no limit on how much you can earn at PLAN4U BlueStar. Working at our Sanlam BlueStar goes beyond merely a day job. It encompasses an ethos, culture and a way of doing business.Your exceptional financial advisory career journey begins with PLAN4U Bluestar. We believe in people who have a strong desire to make success of their advisory career.What we offer:

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  • Commission based structure – unlimited earning potential
  • Training allowance payable: R24 000
  • R5 000 Monthly Allowance for the first 12 months
  • Vesting incentive/bonus for 24 months
  • Excellent support structure key accounts specialist, product & employee specialists etc.
  • Sanlam academy – continuous training
  • Mentorship and development of newcomers by vested development managers
  • Back office and administration support you will receive an efficient administration support so that you can focus on building a sustainable practice
  • Retention back office
  • Recognition for outstanding performance with performance bonuses
  • Succession opportunities
  • Digital marketing & client engagement

We require you to:

  • Establish and maintain a client base
  • Achieve sales targets
  • 3 Years Sales/Finance or Insurance Related Experience
  • An established network of clients and ability to prospect for new business
  • Provide professional advice to clients
  • Build a profitable practice

Candidate RequirementsMinimum Requirements:

  • Matric
  • Tertiary qualification
  • Valid drivers licence (compulsory)
  • Own reliable transport
  • Clear credit record, with no criminal record
  • Computer skills

Further to meeting all the minimum requirements, the following criteria would be an added advantage:

  • RE Certificate (Regulatory Exam)
  • Exceptional Interpersonal skills
  • Entrepreneurial mind-set ( must be able to work independently )
  • Sales work experience
  • Time management and organisational skills

Expected salary: R5000 per month

Location: Bloemfontein, Free State

Job date: Tue, 19 Mar 2024 23:53:32 GMT

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