Financial Advisors (Entry to Vested)

We, Sagen Advisory, are recruiting several Financial Advisors for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country.The company will allow you to either build your own client base or invest in your current client base. Though new client acquisition will be an integral part of this role, the client will provide clients with service from the start.The ideal candidate will be a financial/commercially qualified graduate, a junior financial planner, or an experienced financial planner who is seeking to join a customer focussed expanding business. The ideal candidate will also be someone who wants to build a career in the wealth management environment, who is customer focussed, service-orientated, and sales are driven.Minimum RequirementsBachelor's degree in Commerce or Law, or any other related field OR Wealth Management NQF5RE5 passed (if not - must have proven track record of sales experience)1 - 3 years of industry experience (actively practicing as a financial advisor "in the field")25+ years of ageValid Driver's LicenseOwn Reliable Transport Qualifying documents to submitCV / Resume6 to 12-month commission statementsCan send the pre-Covid statement as well, if available (this is to expire with entry to 1 March 2024)Indicate an average production track record ofAverage of 30, 000 production points per month over a 12-month period4 to 8 products sold a monthAbove 80% Retention ratio RemunerationR 0 Base Salary = 100% commissionVesting Bonuses: earn up to 3x policy premium value on top of the commissionR 24, 000.00 Training support over 2-3 months (R 8, 000.00 per month x 3 months)R 16, 00 interest-free Technology loan (for Laptop/tablet / phone), repayable over 24 months30% Recurring Passive Income on Short-Term referrals (Personal and Commercial Lines)30% Recurring Passive Income on Medical Aid & Gap Cover referrals50% Recurring 'Passive Income' on all Independent Referrals (any Business signed under SFG IB)30% per submission fee on Referrals to Lucrum for Tax Submissions, valued @ 30% x R700 = R210 Work experience IncentiveCan apply to become a cluster manager if you bring a team of 5 with youCluster Managers earn 5% additional comm of their team's productionOpportunity for management experience, subject to an approved action planFull Support Structure: Admin, Paraplanner, Office + Boardroom, 1-link access to SpecialistsHands-on practical-in-field-training withCEO / Senior- / Executive- / Certified Financial Planner (CFP) per EntitySpecialists in every holistic field (Investments, corporate structures, employee benefits, medical aid, short-term, Risk, Savings, Wills, Estate Planning, Tax calculations)Qualify for bi-annual company retreats and monthly social eventsMonthly events subject to the outperformance of the target