Liberty Financial Sales Advisory Partner - Make 2021 count!
Liberty Financial Advisers
Port Elizabeth, Eastern Cape, ZA
5d ago
source : Careers24
  • Financial Adviser* A unique opportunity exists for performance driven individuals. If you are entrepreneurial, self-motivated and people orientated, with a strong network, this role will be ideal for you.
  • Drive your own income and get rewarded for your contribution! We offer a defined career path, the best training in the industry, mentorship and on-going support to build your own business practice as a Financial Adviser ()*Main Purpose of the job : * To sell Liberty products in a professional manner, enabling Liberty's Agency and Entrepreneurs Distribution channel in achieving it's strategic vision & therefore meeting targets profitably.

  • Job objectives : * · To prospect for clients and obtain leads to secure appointments · To conduct a professional Financial Needs Analysis and make needs based recommendation sand secure a sale.
  • To achieve sales targets as set out by Liberty · To build relationships with clients so that the consultants wins confidence , credibility and trust.
  • Elicit information to maximize the effectiveness of a clients portfolio. · To give objectives and professional financial advice on clients needs as pertaining to invest, insurance and health.
  • To portray the appropriate propriety in their target market. · To meet all legislative requirements · To remain accredited and up to date with relevant market and industry related subjects. *
  • Requirements :

  • Matric + National Diploma or Degree · 3 - 5 years working experience - sales experience a plus! · Own reliable vehicle in order to attend to client visits · Clear Credit and Criminal record · Must be people orientated and target - driven · Must be socially well connected, with an established network of potential clients and have the ability to source new prospects · Strong financial and business acumen · Impeccable work ethics · Effective time management skills · To remain adequately equipped and knowledgeable regarding the latest technology.
  • To build a long-term professional, profitable practice
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