Website Hereford Group
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 N… read moreatal. 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.
Job Description:
Recommend tailored financial solutions, including insurance, investments, estate planning, and tax strategies, based on client objectives and preferences.
Execute and oversee implementation of recommended strategies, ensuring client needs are met effectively.
Build and expand your client base through proactive networking, referrals, and participation in industry events.
Maintain accurate documentation and ensure compliance with industry regulations and company guidelines.
Collaborate with mentors and managers to refine your skills and develop effective business strategies.
Minimum Requirements:
South African citizenship.
Tertiary education in finance, financial planning, or business management.
Clear credit and criminal record.
Valid driver’s license and access to a vehicle.
Self-motivated with strong communication skills.
Previous sales experience preferred.
Apply via company website ( N / A ) or
www.linkedin.com