Financial Adviser
Liberty FA
Kloof, KwaZulu-Natal, ZA
1d ago
source : Careers24

Liberty are searching for people who are determined to make a successful career as a Financial Adviser. Successful Advisers are competitive individuals who pride themselves in excellence in everything they do.

We specialise in all aspects of personal financial planning, wealth protection and creation. We pride ourselves in our culture, team and the passion that we have to improve the lives of people.

This is reflected in the people in our business, the satisfaction of our clients and the long-standing relationships we continue to nurture.

  • Duties will include but will not be limited to : * Follow all the steps of financial planning in the sales process Generate leads, set up appointments and meet clients Prepare and present a recommendations or solutions to the client Implement, review, and monitor solutions on an ongoing basis Obtain all necessary documentation (FICA documentation) Ensure all associated administration is completed in an effective manner to meet the group's compliance and regulatory requirements Meet ongoing education and professional development regarding legislative and industry requirements and best practices Build and maintain client base whilst achieving targets *Benefits : * Flexible working hours Constant training and mentorship Access to specialised support Opportunity to join a well-established, secure and reputable brand Opportunity to write your own cheque (earnings based on business written) Group life benefits High commission earning potential *Liberty is not just our name.
  • It's what we do* *APPLY NOW* *Qualifications : * Matric (essential) Degree (preferable) RE (highly advantageous) * * *

    Requirements :

  • Valid driver's licence Own vehicle Clear credit record Clear criminal record Laptop * * *Skills : * Previous sales experience (advantageous) Excellent communication skills (both verbal and written) Integrity and honesty Self-motivated Entrepreneurial mind set Resilience and persistence Reputable reputation
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