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.
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:
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)
No Criminal record and clean ITC listing.
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.
Production rewards and incentives
Career growth opportunities
Successful candidates will be contacted for interviews.