Description:
Unlock Your Potential: Become a Financial Planner with Hereford (Liberty/Standard bank group)
Do you have a business mindset and a drive for success? Ready to turn your passion for entrepreneurship into a fulfilling career in finance? As a Financial Planner with us, you'll build your own business while helping others achieve financial freedom. Step into a dynamic role where every day brings new opportunities for growth, innovation, and impact.
What You’ll Do:
- Proactively network and prospect to grow your client base.
- Meet with clients in person
- Build strong, lasting relationships with new and existing clients.
- Provide expert financial planning advice to individuals and businesses.
- Ensure full compliance with FAIS and FICA regulations.
- Establish and grow your own professional practice under the trusted Liberty brand.
If you’re a motivated sales professional who thrives on closing deals and building relationships, this is your chance to take your career to the next level.
Requirements:
Unlock Your Potential: Become a Financial Planner with Hereford (Liberty/Standard bank group)
Do you have a business mindset and a drive for success? Ready to turn your passion for entrepreneurship into a fulfilling career in finance? As a Financial Planner with us, you'll build your own business while helping others achieve financial freedom. Step into a dynamic role where every day brings new opportunities for growth, innovation, and impact.
What You’ll Do:
- Proactively network and prospect to grow your client base.
- Meet with clients in person
- Build strong, lasting relationships with new and existing clients.
- Provide expert financial planning advice to individuals and businesses.
- Ensure full compliance with FAIS and FICA regulations.
- Establish and grow your own professional practice under the trusted Liberty brand.
If you’re a motivated sales professional who thrives on closing deals and building relationships, this is your chance to take your career to the next level.
- Proactively network and prospect to grow your client base.
- Meet with clients in person
- Build strong, lasting relationships with new and existing clients.
- Provide expert financial planning advice to individuals and businesses.
- Ensure full compliance with FAIS and FICA regulations.
- Establish and grow your own professional practice under the trusted Liberty brand.
- Sales: 1 to 2 years
- A strong passion for business or finance, with insight into the challenges and rewards of entrepreneurship and building your own business
- Tertiary qualification is highly preferential, Matric is essential
- A minimum of three years full-time working experience in a client facing environment is required
- Previous experience in an external sales environment is a very strong advantage.
- Own vehicle and valid driver's license is a non-negotiable requirement
- Own laptop and good computer skills
- Ability to network, prospect, negotiate and build relationships
- Ability to work independently and meet deadlines
- Clear credit and criminal record is essential
- Proactive career driven person with strong business acumen.
- A strong passion for business or finance, with insight into the challenges and rewards of entrepreneurship and building your own business
- Tertiary qualification is highly preferential, Matric is essential
- A minimum of three years full-time working experience in a client facing environment is required
- Previous experience in an external sales environment is a very strong advantage.
- Own vehicle and valid driver's license is a non-negotiable requirement
- Own laptop and good computer skills
- Ability to network, prospect, negotiate and build relationships
- Ability to work independently and meet deadlines
- Clear credit and criminal record is essential
- Proactive career driven person with strong business acumen.