Financial Adviser at Liberty
An exciting Financial Advisor opportunity is available at Liberty for individuals who have an entrepreneurial flair and want to build up a successful career within the financial services sector.
Job Objectives:
* Effectively analysing a client's needs to provide advice on suitable solutions from a predefined package of benefits
* Offer financial solutions and benefits to clients and in ultimately growing the business
* To manage the long-term relationship between Liberty and the client, not only to meet the clients' evolving needs but also to position Liberty as the market leader and enhance the reputation of the organization.
* Identify opportunities to contribute to the growth of the organization.
* Continuously review client portfolios to re-assess their needs and make recommendations and add value to clients.
Role Requirements:
* Smartphone or laptop (essential)
* Computer Literacy (essential)
Qualifications:
* Grade 12 (essential)
* RE (desirable)
* FAIS recognized qualification within 6 years of DOFA
Experience:
* Telephone and face to face sales experience (desirable)
Benefits:
* Funeral Cover
* Provident Fund (after 24 months)
* Group life (Earnings dependant)
* 50 % Medical aid subsidy
*Desired Skills: *
* Presentation Skills
* Written And Verbal Communication
Job Objectives:
* Effectively analysing a client's needs to provide advice on suitable solutions from a predefined package of benefits
* Offer financial solutions and benefits to clients and in ultimately growing the business
* To manage the long-term relationship between Liberty and the client, not only to meet the clients' evolving needs but also to position Liberty as the market leader and enhance the reputation of the organization.
* Identify opportunities to contribute to the growth of the organization.
* Continuously review client portfolios to re-assess their needs and make recommendations and add value to clients.
Role Requirements:
* Smartphone or laptop (essential)
* Computer Literacy (essential)
Qualifications:
* Grade 12 (essential)
* RE (desirable)
* FAIS recognized qualification within 6 years of DOFA
Experience:
* Telephone and face to face sales experience (desirable)
Benefits:
* Funeral Cover
* Provident Fund (after 24 months)
* Group life (Earnings dependant)
* 50 % Medical aid subsidy
*Desired Skills: *
* Presentation Skills
* Written And Verbal Communication
You need to sign in or create an account to save a job.
Get job alerts
Create a job alert and receive personalized job recommendations straight to your inbox.
Create alert