Wealth Manager

Introduction

We’re looking for hungry, entrepreneurial-minded individuals ready to own their professional future. We provide the blueprint; comprehensive training, expert mentorship and valuable insights to help you excel in this rewarding field. I’d love to help you craft your path forward. Book your strategy session with me now and let’s build a plan to the success you’ll be proud of.

Responsibilities

• 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

• Own Vehicle
• Cell Phone and Laptop
• Minimum academic requirement: Matric /Gr 12, B. Com, LLB or Financial Industry related qualifications (preferable)
• RE 5 qualification (prefera...

Ready to Apply?

Submit your application today and join our talented team at Hereford Group.