- Western Cape
- Salary: Market Related
- Job Type: Permanent
- Sectors: Finance Consulting Graduate
- Benefits: Medical Aid Bonus Training Parking
- Reference: copy-2110220
Vacancy Details
Employer: Liberty FA
Understand clients’ financial needs
Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals
Answer clients’ questions and address concerns
Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
Manage and regularly update clients’ portfolios.
Required Skills
- Sales: 2 to 3 years
Candidate Requirements
- Grade 12 (Matric) certificate
- A valid Driver’s licence and your own car
- A clear criminal and credit check
- A minimum of 3 years working experience (preferably in sales)
- Proven computer literacy (own Laptop)
- Excellent communication skills (written and verbal)
- Own network
7 people have applied for this job. 383 people have viewed this job.
About Liberty FA
At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day.
Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products.
Our thirst for knowledge is embodied by a group of outstanding people who give our clients the tools and advice needed to achieve success.
Why we are in business:
To pioneer new ways and guide people towards financial freedom.
Our purpose:
To make a difference in people’s lives.
Our impact:
What we do changes people’s realities.
Our vision:
To be the trusted leader in insurance and investment in Africa and our chosen markets.
Similar Jobs
Financial Advisor
- Gauteng
- Job Type: Permanent
- Posted 10 May 2024 | 50 Days left
Financial Advisor
- Kenilworth
- Job Type: Permanent
- Posted 17 May 2024 | 11 Days left
Financial Advisor
- Randburg
- Job Type: Permanent
- Posted 11 Apr 2024 | 22 Days left
Financial Advisor
- Randburg
- Job Type: Permanent
- Posted 18 Apr 2024 | 29 Days left
More Jobs at Liberty FA
Financial Adviser
- Umhlanga
- Job Type: Permanent
- Posted 18 May 2024 | 58 Days left
Financial Planner
- Mount Edgecombe
- Job Type: Permanent
- Posted 18 May 2024 | 58 Days left
Financial Planner
- Umhlanga
- Job Type: Permanent
- Posted 18 May 2024 | 58 Days left
Financial Planner
- Westville
- Job Type: Permanent
- Posted 18 May 2024 | 58 Days left