About the Opportunity

Are you an ambitious, client-focused professional looking to build a rewarding career in Financial Advisory?

Hexagon Financial Services is expanding its team and is looking for motivated individuals who are passionate about building strong client relationships, identifying financial needs and helping clients work towards their financial goals.

This is an opportunity for a driven individual who enjoys working with people, building a client base and growing within the financial services industry.

Key Responsibilities

Build and maintain strong, long-term relationships with clients.
Identify and understand clients' financial needs and objectives.
Conduct client consultations and provide appropriate financial solutions.
Develop and manage your own client portfolio.
Generate new business through prospecting, networking, referrals and other business-development activities.
Follow up with prospective and existing clients.
Maintain accurate client records and ensure professional service delivery.
Work towards agreed business and sales targets.
Keep up to date with relevant financial products, industry developments and regulatory requirements.
Participate in ongoing training and professional development.
What We Are Looking For

The ideal candidate is:

Driven, ambitious and self-motivated.
Confident and comfortable communicating with people.
Strong in relationship-building and networking.
Target-driven and results-oriented.
Professional and client-focused.
Able to work independently while being part of a team.
Interested in building a long-term career within financial services.
Comfortable working in a commission-based environment.

Experience & Qualifications

Previous experience in Financial Advisory, Financial Planning, Wealth Management, Sales or a related financial-services environment will be advantageous.
Relevant financial-services qualifications/certifications will be advantageous.
Candidates with an established client-facing or business-development background are encouraged to apply.
South African ID.
Valid RE5
Valid drivers license & own vehicle.

Please send your resume/CV