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 young but 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 the financial services and will be paired with an executive financial advisor for development and mentoring

Commission Splits : 70%

Incentives : Monthly/ Quarterly/Annual

Stipend : 2 Months

Steller-Intermediate Advisor

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

Commission Splits : 80%

Incentives : Monthly/ Quarterly/Annual

Stipend : 2 Months

Lumminious-Senior Financial Advisor

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

Commission Splits : 90%-95% production performance

Incentives : Monthly/ Quarterly/Annual

Stipend : 2 Months

Celestial-Executive Financial Advisor

Top Tier advisor must have strong credentials, experts in financial planning, a track record of success and high level client satisfaction. Must be willing and able to mould New to Industry Advisors.

Commission Splits : 90%-95%% Plus split up to 15% based on New Industry Advisor

Incentives : Monthly/ Quarterly/Annual

Stipend : 2 Months

WHAT YOU NEED

Criteria

Nova -New to Industry Advisor

RE 5

Credits : N/A

Qualifications : 3 Dip

Experience : 1 year-2 years

Crim Record : No Crim

Credit Report : Clear Credit

Prior Performance : N/A

Knowledge : Life

Steller-Intermediate Advisor

RE 5

Credits : 120 Credits

Qualifications : 3 Year Dip/NQ5/Wealth Mng

Experience : 2 year-3 years Crim Record :No Crim

Credit Report : Clear Credit

Prior Performance : Track Record

Knowledge : Life

Lumminious Senior Financial Advisor

RE 5

Credits : 120 Credits

Qualifications : 3 Year Dip/NQ5/Wealth Mng

Experience : 3 year-5 years Crim Record :No Crim

Credit Report : Clear Credit

Prior Performance : Track Record

Knowledge : Life

Celestial Executive Financial Advisor

RE 5

Credits : 120 Credits

Qualifications : 3 Year Dip/NQ5/Wealth Mng

Experience : 5 Years Plus Crim Record :No Crim

Credit Report : Clear Credit

Prior Performance : Track Record

Knowledge : Life

Making this easy for you to progress

• Office space
• PA and Paraplanner
• Access to Specialist
• Your compliance is taken care of
• Appointments with prospective clients
• Innovative platforms to help you with your financial planning