Financial Advisor

Remuneration:	commission only
Location:	Gauteng, Johannesburg
Education level:	Degree
Job level:	Mid
Type:	Permanent
Reference:	#FP155
Company:	Finding Personnel

Job title: Financial advisors

Area: Gauteng

Industry: Insurance

Salary/CTC: Commission based – with incentives

Report to: Franchise directors

Job summary:

Our client is seeking dedicated and driven individuals to join their team as financial advisors. A wise liberty franchise who believes in the evolution and advancement of their client’s financial advice needs and the success of financial advisors. They redefine advancement through personalised financial empowerment.

Development through responsibility is how you evolve and as an advisor you join a legacy of trust and expertise, offering clients tailored financial solutions that prioritise their goals and dream

Value proposition:

1. Commission Star programme

What is the Star Programme?

They believe that every advisor is at a different stage in their financial advisor career and thus should be provided with correct remuneration, rewards and career development based on the individual advisor’s experience and qualifications.

Always evolve and we will help you advance.

Nova - New to Industry Advisor

New-to-industry financial advisors must have some experience in financial services and will be paired with an executive financial advisor for development and mentoring

Commission splits: 70%

Incentives: Monthly/quarterly/annual

Stipend: Two months

Steller - intermediate financial advisor

Intermediate financial advisors must have solid experience and be able to offer competent financial planning.

Commission splits

• 80%

Incentives

• Monthly, quarterly, and annual

Stipend

• Two months

Lumminious - senior financial advisor

Senior financial advisors must have extensive experience, a deep understanding of financial planning, and an established network.

Commission splits

• 90% to 95%, based on production performance

Incentives

• Monthly, quarterly, and annual

Stipend

• Two months

Celestial - executive financial advisor

Top-tier advisors must have strong credentials, be experts in financial planning, have a track record of success, and ensure high client satisfaction. They must also be willing and able to mentor new-to-industry advisors.

Commission splits

• 90% to 95% plus a split of up to 15% based on new industry advisor development

Incentives

• Monthly, quarterly, and annual

Stipend

• Two months

Requirements

Nova - new to industry advisor

• RE 5
• Credits: N/A
• Qualifications: Three-year diploma
• Experience: 1-2 years
• Criminal record: No criminal record
• Credit report: Clear credit
• Prior performance: N/A
• Knowledge: Life insurance

Steller - intermediate financial advisor

• RE 5
• Credits: 120 credits
• Qualifications: Three-year diploma, NQF level 5, or wealth management
• Experience: 2-3 years
• Criminal record: No criminal record
• Credit report: Clear credit
• Prior performance: Proven track record
• Knowledge: Life insurance

Lumminious - senior financial advisor

• RE 5
• Credits: 120 credits
• Qualifications: Three-year diploma, NQF level 5, or wealth management
• Experience: 3-5 years
• Criminal record: No criminal record
• Credit report: Clear credit
• Prior performance: Proven track record
• Knowledge: Life insurance

Celestial - executive financial advisor

• RE 5
• Credits: 120 credits
• Qualifications: Three-year diploma, NQF level 5, or wealth management
• Experience: Five years or more
• Criminal record: No criminal record
• Credit report: Clear credit
• Prior performance: Proven track record
• Knowledge: Life insurance

Making it easy for you to progress

• Office space
• Personal assistant and paraplanner
• Access to specialists
• Full compliance support
• Appointments with prospective clients
• Innovative platforms to assist with financial planning

Posted on 08 Oct 14:09, Closing date 7 Dec