Financial Planner

2 weeks ago

Kloof, South Africa Featherway Recruiting Full time

**Sales Professionals to be trained as Financial Planners.**

**JHB - PTA- CT- DBN**

Join an elite group of sales professionals who have chosen a lucrative career path specialising in Financial Planning.

The Hereford Group of Companies was established in February 1995. Since its founding year the Group has experienced exponential growth. The Hereford brand has become synonymous with financial services and advice across the three major centres of South Africa, namely Gauteng, Western Cape & KwaZulu Natal.

As a Financial Advisory Group, we provide an extensive range of advisory services, including Personal Financial Planning, Investment Management, Employee Benefits, Private Wealth Management, Health Care Solutions, Fiduciary Services, Short Term Insurance, Broker Support and Practice Management.

We are looking for highly entrepreneurial individuals, and natural born go-getters in the following locations nationally:

- Cape Town
- George
- Umhlanga
- Kloof
- Pietermaritzburg
- Bryanston
- Pretoria
- Bedfordview
- Entrepreneurial and ambitious
- Has strong business acquisition and sales skills
- Has a network of economically active people
- Target driven and able to achieve KPI’s
- Able to work under pressure
- Professional appearance
- Strong communication skills

**Job description.**
- Sourcing and meeting potential clients.
- Establishing their financial needs and goals.
- Developing professional Financial Needs Analyses.
- Recommending suitable insurance and investment solutions.
- Ongoing reviews and servicing of your clients.

**Minimum requirements for this position**:

- Own Vehicle
- Cell Phone and Laptop
- Diploma or Qualification
- RE 5 qualification (preferable)
- Proven successful track record as a sales professional
- No Criminal record and clean ITC listing

**Benefits**:

- Training & Mentorship program
- Flexible hours
- Corporate benefits
- Production rewards and bonuses.
- Uncapped earning potential.
- Career growth opportunities.
- Remuneration to be discussed at the interview.

COVID-19 considerations:
yes

Application Question(s):

- Do you have your own reliable vehicle with a valid drivers license?
- Do you have your own Laptop and Cell Phone?
- Have you previously been responsible for the acquisition of new clients?

**Education**:

- High School (matric) (required)

Willingness to travel:

- 75% (preferred)

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