Financial Advisor

Guateng, Gauteng
Posted more than 30 days ago
Company:
Legacy Planning Institute
Company Description:
Are you a financial advisor with 2 or more years experience looking to take your business to the next level? LPI is expanding its current Financial Adviser footprint and looking for Experienced Senior Financial Advisors to become part of their successful growth and to join the dynamic team. It is the perfect opportunity for individuals seeking the sustainability of personal and financial growth. We are expanding, and appointing Senior Financial Advisers in Johannesburg and Pretoria. As an LPI Advisor, you will have a comprehensive product suite to market to your clients, this includes investments, fiduciary, Short term, a host of Medical Aids, Gap covers, Discovery Bank and all Life Cover product providers in South Africa. Benefits: We charge R2500 for admin, IT, office, licenses, compliance, astute, CRM etc. All fiduciary commissions, i.e. new business placed with our Fiduciary partner Capital Legacy = 100% to the adviser. All open architecture commission pays 85% to the adviser. We have an approved transfer process between FSP’s in place with almost all Product houses, to ensure your clients can be transferred hassle free. Commission includes upfront commission, 2nd years commission, trail fee’s, premium and benefit increases. On short term commission the adviser will earn depending on size of monthly premium between 60% and 80% of commission. On medical aid and GAP cover the adviser will earn the same as for short term. Discovery Bank pays a referral fee , depending on the type of account introduced, between R550 and R1750 referral fee. We will also lease a new laptop to the adviser, if need be 3 Commission runs per month
Contract Type:
Full Time
Experience Required:
2 years
Education Level:
Bachelor
Number of vacancies:
10

Job Description

Are you a financial advisor with 2 or more years experience looking to take your business to the next level?

LPI is expanding its current Financial Adviser footprint and looking for Experienced Senior Financial Advisors to become part of their successful growth and to join the dynamic team.

It is the perfect opportunity for individuals seeking the sustainability of personal and financial growth. We are expanding, and appointing Senior Financial Advisers in Johannesburg and Pretoria.

As an LPI Advisor, you will have a comprehensive product suite to market to your clients, this includes investments, fiduciary, Short term, a host of Medical Aids, Gap covers, Discovery Bank and all Life Cover product providers in South Africa.

Benefits:

We charge R2500 for admin, IT, office, licenses, compliance, astute, CRM etc.

All fiduciary commissions, i.e. new business placed with our Fiduciary partner Capital Legacy = 100% to the adviser.

All open architecture commission pays 85% to the adviser.

We have an approved transfer process between FSP’s in place with almost all Product houses, to ensure your clients can be transferred hassle free.

Commission includes upfront commission, 2nd years commission, trail fee’s, premium and benefit increases.

On short term commission the adviser will earn depending on size of monthly premium between 60% and 80% of commission.

On medical aid and GAP cover the adviser will earn the same as for short term.

Discovery Bank pays a referral fee , depending on the type of account introduced, between R550 and R1750 referral fee.

We will also lease a new laptop to the adviser, if need be

3 Commission runs per month
Salary:
R 100 000,00 Monthly