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 advisers.
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
Email: recruitment@hexagonfinancial.co.za
www.hexagonfinancial.co.za
