Financial Adviser
Liberty FA
Westville, KwaZulu-Natal, ZA
1d ago
source : Careers24
  • Build your own Financial Planning business under the Liberty brand with full training and ongoing support.* *If you are looking for more than just a job, a career where you can really make a difference*, keep reading.
  • This lucrative career allows you to determine your own income, have the freedom and flexibility of running your own business and managing your own diary while working under the corporate umbrella.

    Provide sound advice to your clients, build trusting relationships with your and, most importantly, not only assist your clients to reach financial freedom, but also achieve your own financial and career goals. *Key Activities : *

  • Source, develop and nurture your own client base by networking and prospecting
  • Source new business from retained clients and by means of referrals
  • Meet clients in person to provide them with financial planning advice and solutions
  • Sales as an outcome of needs analysis conducted and advice provided
  • Identify a clients insurance and investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc.
  • Make a written recommendation based on a clients responses to the risk profile questionnaire and subsequent discussions
  • Provide the client with information on the performance of the various investment portfolios available
  • Educate the clients with regards to basic cover, medical aid and investment principles and retirement and insurance needs
  • Educate Business clients regarding corporate benefit portfolio
  • Provide on-going financial planning advice to retained clients
  • Develop and implement strategies to obtain and manage business opportunities arising within assigned corporate accounts
  • Manage and strengthen relationships
  • Resolve client concerns, queries and / or complaints * * *Benefits :
  • Flexible working hours Training and development (product, systems, and sales). You will receive training from professional Trainers as well as your manager and will therefore get training from someone who has experienced the industry firsthand *Competitive commission* based on achieving set sales targets (your effort matches your remuneration) Opportunity to join a well-established, reputable brand *APPLY NOW* *Desired Experience & Qualifications : * *The ideal candidate will be a driven self-starter with the ability to think outside the box and work under pressure.*
  • The ability to work productively alone as well as in a team within a competitive environment is required
  • Ability to network and prospect to grow client base
  • A professional appearance and good communication and interpersonal skills is essential.
  • Experience in the sales sector is needed. Reaching sales targets is imperative.
  • A tertiary qualification is an advantage
  • Own transport is non-negotiable.
  • Clear credit and criminal record are important.
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