Financial Advisor To Be Discussed - South Africa
Plutus Consulting
Plutus Consulting is a registered Sanlam franchise based in Umhlanga with huge corporate ambitions and a rapidly growing footprint. In the words of our CEO, Lee Padayachee - "We will always be remembered as ordinary people with extraordinary dreams that made ordinary peoples lives extraordinary" At Plutus we understand that teamwork makes the dreamwork. We're looking to grow our base of associates by extending our unique offering to those who can attract, engage and convert with professionalism and integrity. Assessing clients financial situations, needs, and goals. Providing guidance and recommendations on financial products and strategies. Executing and monitoring financial plans and portfolios. Creating and maintaining client relationships. Conducting market research and analysis. Recruiting and soliciting new clients. • Matric • Tertiary Qualification (added Advantage) • Drivers licence and own reliable vehicle • RE5 (added Advantage) • 120 FAIS Credits (added Advantage) • Ability to work under pressure • Strong interpersonal and communication skills • Ability to think critically and problem solve. • 80/20 Commision split on long term insurance products (negotiable based on FA production). • Start up income of R24,000 spread over 3 months. • Up to R16,000 Interest free Tech Loan • Vesting Bonuses for all New Business for the first 24 months. • Annual Bonuses upon achieving targets • Unique FA friendly Comission Clawback structure. • Access to selling Medical and Short term insurance leads and products through Sanlam sister companies.
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