Financial Planner

The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing “fit for purpose” financial plans and solutions. It entails generating leads through networking and relationship building, resulting in ongoing customer interaction and relationship management. Advisers must have life insurance industry experience and they will have the potential to receive 100% commission.

 

Why partner with Franchise Distribution:

·        A FINANCIAL NEEDS ANALYSIS tool – Agency Franchise Division provides an industry leading, differentiated version of XPLAN including the Goal Development Module. ·        REGULATION ready today – by offering flexible solutions. ·        RECOGNITION – annual conventions (offshore and onshore) and regional recognition events. ·        NEGOTIABLE COMMISSION earning structure – you can earn without being limited by fixed corporate income structures. ·        COMPLIANCE – you operate under the licence (FSP 703) and do not need to register as a Key Individual (KI). ·        Offer HOLISTIC ADVICE – using the comprehensive product range of solutions that offers. ·        INVESTMENT EXPERTISE – offering market leading investment solutions for over 176 years. ·        SUPPORT – You will benefit from support on training, processes, systems and admin, as well as an Employee Wellness Programme ·        Working within an ENTREPRENEURIAL ENVIRONMENT, with Franchise Principles creating unique advisor propositions.   Unique Franchise offerings:

• Unique advisor value propositions as defined by the franchise, that could include:
  • Office infrastructure
  • Access to lead opportunities
  • Admin support and back-office support
  • Tech support
  • Negotiable commission
  • Work Remotely
• Seamless on-boarding and an opportunity to retaining your current book.
• Recognition Programmes, rewards and incentives
• A potential Settling Allowance paid over a defined period
• Opportunities within all provinces of South Africa

 

Skills and competencies 

• Customer Centricity
• Networking & leading with Influence
• Collaboration
• Agile Innovation that makes a difference
• Disciplined Execution and Tenacity
• Planning and Organizing

 

Min role requirements

1. Senior Certificate (Matric / Grade 12/ NQF 4)
2. 24 months experience in life insurance sales.
3. Must have a drivers’ license and own car.
4. Must meet the FAIS Fit and Proper requirements.
5. Regulatory Examination/RE5 essential.
6. Completed FSB recognised qualification (FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.)
7. Class of Business (COB) (All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment.)

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