Financial Planner Liberty

As a leading South African financial services provider, Liberty serves individual, business and institutional clients and we have developed a unique platform to continue to strengthen our leadership position. It is important for everyone to have a financial plan in place that leads us to
where we want to be in life. Joining a team of winners, you will set up your own business practice within one of the most dynamic and respected companies in South Africa.

Job Description

·         To sell Liberty products in a professional manner enabling Agency and Entrepreneurs Distributions in achieving its strategic vision & therefore meeting targets profitably.

·         To prospect for clients/ to obtain leads to secure appointments - daily activity.

·         To conduct a professional FNA to make needs based recommendation that could lead to a sale.

·         To achieve sales targets as set out by Liberty.

·         To build relationships with clients so that consultant wins confidence, credibility and trust.

·         Elicit information to maximize the effectiveness of a client’s portfolio. To secure 2nd appointment.

·         To give objective professional advice on client’s needs.

·         To portray the appropriate propriety in their target market.

·         To meet all legislative requirements.

·         To remain accredited and up to date with relevant market & industry related subjects.

·         To remain adequately equipped and knowledgeable regarding the latest technology.

·         To build a long-term professional, profitable practice