Financial Planner

Financial Planner
Company:

Sanlam Life Insurance Ltd


Financial Planner

Details of the offer

Sanlam, a leading Financial Services Group requires Experienced Financial Advisors in Life, Investments or Short Term Insurance to join a prestigious and high performance BlueStar Practice based in Winchester Hills Sanlam is looking for Wealthsmiths who know the difference between ordinary and extraordinary. Exceptional people with Exceptionally big dreams! BlueStar offering... 100% Commission based structure - unlimited earning potential Vesting incentive/bonus for 24 months Own Office Excellent support structure Employee Benefits Specialist, Key Accounts Specialist etc Back Office and Admin Support Telemarketer and diary Management services Access to the 1000s of orphan pool leads, allowing cross-selling and up-selling opportunities Mentorship of Newcomer advisers by vested Financial advisers with years of Sanlam and industry experience Processing and preparation of FNA Submission of new business- ANB Arranging for medicals and other outstanding requirements Submission of additional requirements All service related queries Follow up of outstanding premiums Submission of client updates and changes Handling of client queries Liaise with customer contact centre Switches Portfolio reviews Client liaison Replacement warnings/alerts Sanlam academy - continuous training Various Rewards & Recognition for outstanding performance Franchise opportunities also available for suitably qualified candidates We require you to... Establish and maintain a client base prestigious Achieve sales targets To give professional advice to clients Must have... Minimum 12 months experience in Life, Investments or Short Term Insurance Grade 12 or equivalent RE Certificate 120 Credits on NQF Level 5 Drivers License + Own vehicle essential Join a committed team of specialist financial planners!


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