Hexagon Financial Services is an affiliate of the Liberty Life brand, who are known for their prestigious reputation as one of SA’s leading financial service providers.
We are seeking candidates financial advisers and self-starters who are entrepreneurial, independent, experienced and dynamic to join our professional and fast growing investment advisory & wealth management corporate culture.
Benefits:
- Professional, corporate environment and big company market presence, branding, advertising, IT and admin support, product specialists etc...
- Excellent ongoing mentoring structure
- Continuous training and educational development
- Flexibility in work schedule
- Control over your practice
- Various Rewards & Recognition for outstanding performance
- Above market related commission based income and large company benefits
- Medical Aid
- Provident Fund
What We are Looking For:
- Client Centeredness
- Networking and Influencing
- Verbal and Numerical Reasoning
- Decision Making
- Execution
- Gaining Commitment
- Communication and Information Gathering
- Innovation (Perspective)
Job Specification:
- Create a client portfolio.
- Conduct a financial needs analysis to determine your client’s expenses, income, insurance coverage, financial objectives, tax status and risk tolerance.
- Creating and advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach their financial objectives.
- Adhere to compliance requirements in the sales process.
- Achieve set targets on production and quality.
- Ongoing career development path.
- Ongoing client relationship and monitoring their financial portfolio.
- Keep informed of the changes in legislations and other industry changes.
Minimum Requirements:
- Clear credit and criminal record
- Valid driver's license
- Own vehicle
- Matric
Our mission is to aggressively grow our private client asset base and strengthen our team with people who can assist to grow and service such clients by making the clients needs their first priority.
Email: recruitment@hexagonfinancial.co.za
Jhb: (011) 886 6800
Dbn: (031) 765 8745
www.hexagonfinancial.co.za
