Financial Advisor - Randburg Verfied

Salary Negotiable Randburg, Gauteng Randburg, Gauteng more than 14 days ago 17-11-2020 12:21:19 PM
12-01-2021 12:21:19 PM
HeXagon Financial Services is an affiliation of the Liberty Life Group! We are now looking to build on this solid foundation and wealth of experience by looking to the next generation of financial advisors.

Liberty Life is recognized as a leading long-term insurance brand, and is a top employer in South Africa.
Our goal is to build the best financial advice business and through our focus on long-term savings, investment and protection in business and our clients personal growth we will accomplish this!

At HeXagon we work to deliver on our promise to be every customer's most trusted partner; helping them achieve their lifetime goals.
The unique opportunity to build comprehensive financial planning practice is available to you, however motivation and personal drive are key levers to great success.

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