Posted on: 04 July 2017
ID 544496

Financial Advisor

The Hereford Group of Companies was established in February 1995. Since its founding year the Group has experienced exponential growth. The Hereford brand has become synonymous with financial services and advice across the three major centres of South Africa, namely Gauteng, Western Cape & Kwazulu Natal.

As a Financial Advisory Group we provide an extensive range of advisory services, including Personal Financial Planning, Investment Management, Employee Benefits, Private Wealth Management, Health Care Solutions, Fiduciary Services, Short Term Insurance, Broker Support and Practice Management.

If you are a hard worker, hungry for success and want to assist your clients to create wealth now is your opportunity to join a dynamic forward thinking financial services company.Within this role new business acquisition is vital, and you will need to be able to generate new business via various methods of prospecting and referrals.We are always on the outlook for Great Sales Talent.

If you are a serious go getter and looking for your next fantastic career move talk to us today.

Minimum qualifications:

Matric 

Desired Qualifications: 

Bachelor’s Degree / RE 5 / Investment Management Qualification / Post Grad or Honours in Financial Planning or CFP (Certified Financial Planner)

Minimum Work Experience:

Sales Experience from any industry

Desired Experience:

  • Insurance 
  • Investment Management 
  • Medical Aid 
  • Risk 
  • Holistic Financial Planning Background & Skill

Personality Traits Required for this role:

Team player

Reputable Reputation

Ambitious

Entrepreneurial Spirit

Operationally Effective

Self Driven

Sales & Client relationship focus

Honesty & Integrity

Resilience & Persistence

Determination for success

Well spoken & presented

Invoke Confidence & Trust

Putting your clients needs first

Have a existing network of centres of influence

Other Requirements:

Own laptop

Driver's license and transport

Sound & Clear ITC & Criminal Record

Earnings:

Commission (92%) & Bonuses (Performance Based)

Benefits:

Professional Indemnity Insurance, Life & Disability Cover , Income Protection Benefits

Occupation:
Finance managers
Finance jobs
More details
Contract type:
Full-time


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