Financial Adviser
Liberty Group
Durban, South Africa
3d ago
source : Job Placements

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.

Qualifications : Matric (essential)

Degree (preferable)

RE (highly advantageous)

Requirements :

Valid driver''s licence

Clear credit record

Clear criminal record

Laptop

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

Skills :

Previous sales experience (advantageous)

Excellent communication skills (both verbal and written)

Integrity and honesty

Self-motivated

Entrepreneurial mind set

Resilience and persistence

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

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