Financial Adviser

Financial Adviser at Sanlam Evagor BlueStar

About the Position
As a Financial Adviser, you will be required to analyse a Client’s financal needs and propose solutions to enable the Client to meet financial objectives.
We specialise in Retirement Planning, Personal Risk Insurance, Investment Planning and Estate Planning.
We offer above average Rewards & Recognition for outstanding performance and we require you to…
  • Establish, develop, service and maintain a client base;
  • Achieve sales targets through providing professional financial solutions to clients’ needs;
  • Provide professional & quality financial advice to clients.
Desired Skills
  • Financial Planning
  • Financial Advisor
  • Financial Analysis
  • Sales
  • Sales Representative
  • Insurance
Desired Qualification Accreditation
  • Grade 12 / Matric
About The Employer
Authorised by Sanlam, Evagor BlueStar, awarded the prestigious Sanlam BlueStar Business of the Year award, requires Financial Advisers to increase our footprint …. You too can succeed BEYOND LIMITS !
We are looking for Superstars to operate from our CAPE TOWN PRACTICE, who know the difference between ordinary and extraordinary – exceptional people with exceptionally big dreams! Although based in Umhlanga, there are no limits and restraints in terms of operating areas.
As a leading Sanlam BlueStar Business, Evagor BlueStar offers the ultimate value proposition to support a Financial Adviser to achieve the highest possible success in the industry.
  • Full back-office support for all administrative functions (focus on service delivery to your clients and leave the Admin to the experts !)
  • Telemarketing services for appointment setting (no need to do cold calling !)
  • Excellent commission structure with above average performance bonuses.
  • Financial Analyst (Para-Planner) services to support you in the financial planning process
  • Commission based structure – average income of R50,000 pm. You determine your income !
  • Basic salary during initial training
  • Additional, unlimited vesting incentive bonuses during the first 24 months for on target performers – no limits to great achievers
  • Industry Leading training & continuous learning and development

Employer & Job Benefits
  • Annual Bonus
  • Medical Aid
  • Group Life Assurance
  • Internet Allowance
  • Incentive Bonus
  • Parking
  • Pension Fund
  • Provident Fund
  • Study Assistance