FINANCIAL PLANNER: INSURANCE

Full time
Posted 4 months ago

INTRODUCTION

Are you a Legend when it comes to Financial Planning? If so, let your inner legend out and join our legendary ASI team if you have what it takes to help our clients build wealth & change lives!

ASI is looking for 2 x experienced, registered Financial Planners to join our team of specialist solution finders and wealth builders!

If you think you have what it takes to succeed in this exciting, integral role – please apply below.

We hope to meet you soon, legend!

Minimum Requirements:

  • Minimum 1 year experience as a Financial Planner
  • RE5
  • Industry Qualification
  • Own Reliable Vehicle

Essential Criteria:

  • Must be able to work independently
  • Strong Sales capability
  • Interpersonal skills
  • Entrepreneurial mindset
  • Effective planning, organizing, and time management skills

Candidates with the following will be given preference:

  • Existing Investment book
  • Medical aid experience
  • Accreditation with multiple assurers

Reward & Recognition:

  • 50/50 commission spilt for Planners on all business
  • Existing client book brought over to ASI will be on 60/40 commission spilt, in favor of the Planner – partial book buy-out option also available
  • Annual on-target bonusses
  • An initial 6 Month retainer can be offered to advisors who are fully qualified and with 1 year or more relevant experience – this will be determined on a case-by-case basis
  • Included in package:
    • PI Insurance and an astute contract.
    • Full compliance support via internal compliance and via external compliance officer.
    • Full office infrastructure, all office amenities, stationary, consumables & access to meeting rooms and boardrooms in offices nationally.
    • Full IT and Telephone Infrastructure.
    • Existing Short Term client base (3000+ clients) to be mined for Long Term cross selling opportunities
    • Referral opportunities from within the greater ASI group – to assist retiring members, from group benefits schemes, with retirement planning / annuity business
    • Grow and be part of a dynamic team with an entrepreneurial mindset

Email: recruitment@asi.co.za

Job Features

Job CategoryASI Insurance – Gauteng Region, Finance

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