Financial Advisor : SanlamConnect Pretoria at Sanlam Group

Business Description:

SanlamConnect is an integral part of Sanlam. We provide professional financial advice and planning. We deliver needs-driven advice via a team of professionally accredited and passionate individuals to clients in the following market segments:

• Business market (catering for the business assurance needs of small and medium enterprise)
• Employed individuals
• Graduates and professionals (employed and self-employed)
• Affluent market
• High net-worth market

SanlamConnect is looking for experienced life and investment financial planners to be based in its Pretoria office. We offer the following:

• Office space and full infrastructure for financial planners
• Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms
• Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft access
• Access to business coaching and client advice support
• Assistance with practice management
• Training support, i.e. technical and soft skills training
• Access to an effective leads system
• Financial support
• Support with unlocking of equity from advisor practices

Remuneration and Benefits:

• Choice of different Sanlam advisor contracts including 100% commission and 85% commission contracts
• R24 000 training support
• Vesting Bonuses for the first 2 years, linked to production
• Performance Bonus in December depending on performance levels contracted annually
• Variety of Sales Incentives
• R20 000 interest free loan for the purchase of technology equipment
• Membership of Pension Funds, Group Life Schemes and Medical Aid
• Initial and ongoing training via Sanlam's Academy
• Support with industry related qualifications
• Access to mobile nurses for client medicals
• Access to Sales Consultants who can assist with client projects, database segmentation, product advice etc.
• Access to product specialists i.e. risk, savings, investments, private wealth, loyalty programs etc.
• Compliance support
• Marketing support
• Access to Legal Consultants
• Financial planning tools

Output/Core Tasks:

• Establish long-term relationships with clients
• Financial planning for clients
• Focus on identifying client needs and then offer suitable financial solutions
• Provide excellent service orientation and frequent contact with clients

Qualifications:

• Grade 12 or equivalent
• RE Certificate (an advantage)
• FAIS credits on NQF 5 or working towards a recognised qualification e.g. Wealth Management (an advantage)
• Driver's licence and own vehicle

Experience:

Minimum 12 months financial adviser experience within the Financial Services Industry

Competencies:

• Computer literate
• Build excellent client relationships/service orientation
• Entrepreneurial/Business orientation
• Self-discipline
• Ability to work in an organized manner
• Self-discipline
• Ability to work in an organized manner
• Self-confidence
• Drive/performance orientation
• Interpersonal skills
• Communication/presentation skills

Apply before 15 May 2022 by submitting your CV, ID and qualifications to: [email protected]