Financial Sales Adviser for Liberty Life

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.