This opportunity is for advisers in all areas of South Africa and is commission based.
Induction training allowance payable during training.
Our Sanlam Bluestar franchise offers full back office support to all of our advisors. This allows them to develop their practices at an accelerated rate to the industry norm.
This is an opportunity for self-motivated individuals with sales orientation and entrepreneurial outlook. The ability to make connections with a variety of people is crucial. Advisers must be income driven and be client centric at all times.
You will help our customers achieve their financial goals by providing comprehensive advice. This is a unique opportunity to build a comprehensive financial planning practice. Our focus is on long term career growth with comprehensive training as well as strong management support to assist you in building your own practice.
Minimum Requirements
* Strong level of computer literacy (including MS Office) to interface with multi-system technology
* Clear credit and criminal record
* Own vehicle
* Willingness to travel
* An ambitious attitude
* Valid Driver’s License
* Matric Certificate
* Tax Number
* Positive contactable references
Additional fast track requirements for experienced advisers
* Previous insurance and/or investment experience
* Relevant industry credits (Post Graduate credits related to finance and management acceptable)
* RE qualifications will be beneficial and fast track you to success
* Experience as a Financial Adviser or Sales Consultant in the insurance industry
* Previous experience in finance, business management, account management, customer service, banking or sales will be an added advantage
* A strong insurance/investment product sales track record
Key areas of responsibility
Sales/ Productivity
* Sells Sanlam products and services face-to-face
* Achievement of sales targets and objectives within tight business disciplines and processes
* Ensures compliance to process & procedures to minimize business risk
* Working towards achievement of sales targets within a diverse team
* Quality management of ALL outputs, with the customer in mind
* Optimal operational efficiency must be maintained
* Adapt and change to fit in with changing business operational requirements
Financial Advice
* Identify customer unique financial requirements
* Provides advice to the customer face-to-face or telephonically
* Ensure ongoing customer management and engagement
* The provision of qualified financial solutions derived from detailed analysis of clients’ needs
* The use of appropriate applications and technology in a professional, client-centric manner
Continuous Learning
* Managing information regarding new products, rate changes, rulings, training updates etc.
* Keep abreast of developments and trends in the Individual Life Industry – self learning
* Adhere to industry minimum requirements and qualifications
R11000-00 induction for 2 months then pure commission. A very lucrative bonus structure is available to all advisors.