Financial Planning Consultant

Exciting Opportunity for Sales Professionals New to Financial Services!

Are you a motivated sales professional with strong communication skills and a passion for building relationships? Are you ready to launch your career in the financial services industry with a trusted, supportive team?

We're looking for dynamic individuals with sales and cold calling experience who are eager to develop their own client network and grow in a rewarding financial planning role.

• Fully equipped office space with comprehensive infrastructure tailored for financial planners
• Complete administration support from new business finalisation to client retention
• Professional telephony services including internet, email, voice logging, and secure data storage
• Access to expert business coaching and client advice support
• Practice management assistance to keep you on track
• Technical and soft skills training to develop your industry knowledge
• Competitive remuneration:
  • Choice of different Sanlam adviser contracts
  • Up to 100% commission on sales
  • Vesting bonuses for the first 2 years
• Support with purchasing technology equipment
• Membership of Pension Funds and Group Life Schemes
• Ongoing training via Sanlams Academy and support with industry qualifications
• Access to mobile nurses for client medicals
• Assistance from sales consultants and product specialists
• Compliance, marketing, and legal support
• Financial planning tools to help you succeed

• Build and maintain long‑term relationships with clients
• Provide personalized financial planning and advice tailored to client needs
• Identify client needs and recommend suitable financial solutions
• Maintain excellent service orientation with frequent client contact

• Sales experience with a proven ability to generate leads and close deals
• Experience with cold calling and developing new business
• Strong verbal communication and presentation skills
• Ability to build and grow your professional network
• Self‑motivated with an entrepreneurial mindset
• Computer literate and organized
• Grade 12 or equivalent
• Valid drivers license and own vehicle (Must have)
• Clean criminal record and good credit history

Previous financial services experience is a plus but not essential we provide all the training and support you need!