Hexagon Financial Services
HeXagon has been one of the fastest organically growing Liberty Franchises for 5 years consistently. Out of those years the best growth year was 125% in one year.

HeXagon won the Liberty Challenge in 2010, a great achievement for our consultants and the business.

Arnon Aharoni started HeXagon after being a consultant and being offered the opportunity to not only develop a new business but to fore fill his passion to mentor and be a part of educating and developing the next generation of Financial Advisors. Successful consultants would lend to a successful business. The business believes that the Financial Advisor plays an important role in society to educate and guide individuals to achieve their financial freedom.

HeXagon has gone through trial and error in developing and refining the processes and content for the key area of the business being, client services and the recruitment and consistent development of consultants.

Key developments that have been developed over time are the appointment of a Client Liaison Manager with a key focus in ensuring client relationships are developed and maintained for life, through effective and accurate administration to ensure that all legislative and paperwork requirements are completed effectively leading to quick and effective service. This is also then supported with regular interactions and a extremely caring objective to make each clients life a little easier and happier.

HeXagon is in a great position to passionately help people to develop their own financial plan and to achieve it....

Financial Advisor
Posted date [2020-Nov-17] (ID: 76444)
HeXagon Financial Services is an affiliation of the Liberty Life Group! We are now looking to build on this solid foundation and wealth of experience by looking to the next generation of financial advisers.
Liberty Life is recognized as a leading long-term insurance brand, and is a top employer in South Africa.
Our goal is to build the best financial advice business and through our focus on long-term savings, investment and protection in business and our clients personal growth we will accomplish this!
At HeXagon we work to deliver on our promise to be every customer's most trusted partner; helping them achieve their lifetime goals.
The unique opportunity to build comprehensive financial planning practice is available to you, however motivation and personal drive are key levers to great success.
Benefits:
  • Professional, corporate environment and big company market presence, branding, advertising, IT and admin support, product specialists etc...
  • Excellent ongoing mentoring structure
  • Continuous training and educational development
  • Flexibility in work schedule
  • Control over your practice
  • Various Rewards & Recognition for outstanding performance
  • Above market related commission based income and large company benefits
  • Medical Aid
  • Provident Fund
What We are Looking For:
  • Client Centeredness
  • Networking and Influencing
  • Verbal and Numerical Reasoning
  • Decision Making
  • Execution
  • Gaining Commitment
  • Communication and Information Gathering
  • Innovation (Perspective)
Job Specification:
  • Create a client portfolio.
  • Conduct a financial needs analysis to determine your client’s
  • expenses, income, insurance coverage, financial objectives, tax status and risk tolerance.
  • Creating and advising strategies for clients in insurance coverage, investment planning, cash
  • management and other areas to help them reach their financial objectives.
  • Adhere to compliance requirements in the sales process.
  • Achieve set targets on production and quality.
  • Ongoing career development path.
  • Ongoing client relationship and monitoring their financial portfolio.
  • Keep informed of the changes in legislations and other industry changes.
Minimum Requirements:
  • Clear credit and criminal record
  • Valid driver's license
  • Own vehicle
  • Matric
 
Email: recruitment(at)hexagonfinancial.co.za

Job Title Financial Advisor
Post Details
Posted By Hexagon Financial Services
Job Function Financial Planner
Start Date
Salary
Location Johannesburg
Phone No
Website
Email recruitment(at)hexagonfinancial.co.za
    
    
Deadline
    
    
    
    
    
    
    
    
Category
Region Location -> Johannesburg
Job Type Job Type -> Full-time Jobs
Classification Job Classification -> Banking / Finance / Investment

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