Overview
Investment Specialist – Cape Town Jobs in Cape Town, Western Cape, South Africa at Hereford Group
Title: Investment Specialist – Cape Town
Company: Hereford Group
Location: Cape Town, Western Cape, South Africa
So, you’re looking for a new venture! Why not consider building your future in the dynamic world of financial planning? With comprehensive training, expert mentorship, and valuable insights, you’ll gain everything you need to excel as a professional in this rewarding field. We are looking for dynamic, motivated, and entrepreneurial-spirited individuals who are ready to take charge of their future. Book your time with me today, and let’s craft a plan for your success—one that you’ll never look back on. Your journey starts now—let’s make it count!
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
· 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 & compliance support
. Paraplanning assistance for external products
· Flexible hours
· Production rewards and incentives
· Career growth opportunities
Successful candidates will be contacted for interviews.