Financial Advisor

Hexagon Financial Services is a branch of the Liberty Life group, our aim is to establish an expansive and high-performing community of professional Financial Advisers by becoming the most competitive, accountable, and professional financial planning advice business in South Africa!

We are looking at to help build a successful, sustainable and rewarding future for not only our clientele but also our employees.

Make a positive difference in people’s lives by guiding them to financial security and impacting their future with advice on how to manage their finances throughout their lifetime.

Unleash your talent and full potential with industry leaders in the financial sector!

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 workschedule
Control over their practice
Various Rewards & Recognition for outstanding performance
Above market related commission based income and large company benefits
Medical Aid
Provident Fund

Job Specifications:

Create a client portfolio.
Set up a minimum of 10 – 15 appointments per week – you will travel to meet clients or will be on Zoom.
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: