Financial Planners- Graduates Welcome JHB PTA- CT- KZN- PMB Hereford Group - www.herefordgroup.co.za We are looking for entrepreneurial individuals to be trained in wealth management and creation as Financial Advisers, to become part of a group of companies that offer nationwide support, multiple streams of income and a value proposition that allows for the retention of clients.
Job description. Sourcing and meeting potential clients. Establish their financial needs and goals. Enabling a professional Financial Needs Analysis to be drafted.
Dispensing / selling of suitable financial insurance products and Investment. Ongoing servicing of client book. Minimum requirements for this position : Own Vehicle Cell Phone and Laptop Minimum academic requirement : Matric / Gr 12, B.
Com, LLB or Financial Industry related qualifications (preferable) RE 5 qualification (preferable) 2yrs >
Financial Advisory Experience (preferable) Professional appearance. No Criminal record and clean ITC listing. Benefits : Training provided Mentorship Guidance Professional Infrastructure nationwide Leads- candidate must also be able to generate own leads Multiple streams of income form a variety of long and short-term products, Medical aid and Gap cover as well as referral commission form other product houses Admin & Para-planning assistance for external products.
Flexible hours Production rewards and incentives Career growth opportunities Successful candidates will be contacted for interviews.