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Financial Advisor

Employer
Plutus Consulting
Location
Umhlanga Rocks Umhlanga eThekwini, South Africa
Salary
Competitive
Closing date
Aug 5, 2024
View moreView less
Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Introduction
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.
Duties & Responsibilities
  • 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.
Desired Experience & Qualification
• 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.
Package & Remuneration
• 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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