Financial Advisor

Calling on ALL energetic, ambitious and go-getter Financial Advisors to Join our clients’ Financial Services company!! *What’s in it for you!* * Up to 130% commission * Work from wherever you want * More products to sell per client – ringfencing the client * You can earn phantom shares!! YESS!! * If you write more than R900 000 for the year, 7.5%-15% of production (sliding scale) goes into your shares account, grows at the DSY share price and pays into their account as cash after 36 months * Scan client base and target market for financial planning opportunities * Generate leads by identifying appropriate clients/prospects Contact clients/prospects to introduce or position products and service offering * Create interest and secure financial planning meetings with prospects/clients Deliver quality financial planning and advisory services to existing and prospective clients * Retain existing clients and generate new clients * Optimise business profitability by identifying income opportunities and meet agreed income targets * Facilitate requirements between clients and product/service providers * Track and report progress of agreed implementation to clients Issue confirmation of implementation to clients Conduct annual reviews with clients * Compliance & Process * Sales Management * Maintain a record of sales generated * Maintain a record of pipeline sales * Interview clients and gather information to determine strategies for financial investments. * Prospect and maintain clientele. * Recommend and sell financial plans and products that will help meet financial goals. * Minimum of 3 years as a Financial Advisor * RA Certificate * Must have a client-base of 50 or more clients * Must be able to generate own Leads. No leads will be provided R12 500 PM - R25 000 PM * Minimum of 3 years as a Financial Advisor * RA Certificate * Must have a client-base of 50 or more clients * Must be able to generate own Leads. No leads will be provided