Financial Adviser - Liberty FA, Pietermaritzburg

  • Pietermaritzburg
  • Salary: Market Related
  • Benefits: Medical Aid, Pension, continous professional development, group life cover, great income potential
  • Commission: Great Income Potential
  • Job Type: Permanent
  • Sectors: Insurance, Sales
  • Posted by Liberty FA on Tuesday, September 10, 2019
  • Reference: MAO12
  • Apply before Saturday, November 9, 2019 - 54 Days left

Vacancy Details

Employer: Liberty FA

 

Here is your opportunity to become a part of a leading, established brand in the financial services industry. Our organization is looking for an entrepreneurial minded individual who want to take the next step in developing their career. Superb customer service skills are a must for success. The successful candidate will provide solutions to help clients plan for all of life’s circumstances, both expected and unexpected. If you’re looking for a chance for great income potential, independence and flexibility, we encourage you to APPLY today.

 

 

Responsibilities:

 

Build a professional practice under the Liberty brand

 

Provide financial planning support to clients

 

Cultivate strong client relationships

 

Prepare financial plans and check their accuracy

 

Respond to prospective customer queries about financial planning

 

Improve people's lives by making their financial freedom possible

 

Offer subject matter expertise to fellow Financial Advisors

 

Maintain awareness of latest legislative changes that may affect financial planning

 

 

Qualifications:

 

Matric

 

Tertiary qualification

 

RE (advantageous)

 

120 credits (advantageous)

 

 

 

Benefits:

 

Continuous professional development

 

Provident fund (you need to meet qualifying criteria)

 

Group Life cover

 

Dread Disease cover

 

Medical aid (50% subsidized)

 

Funeral benefit

 

Professional indemnity

 

 

 

Locations include: Umhlanga, Kloof, PMB, Westville, Pietermaritzburg and Mount Edgecombe

 

 

 

JOIN a trusted leader in insurance and investment in Africa and our chosen markets

 

 

 

LIBERTY is not just our name. It's what we do

 

 

 

APPLY NOW

 

 

 

 

 


Required Skills

  • financial planning : 1 to 2 years
  • negotiation : 1 to 2 years
  • sales : 1 to 2 years

Candidate Requirements

Requirements and skills:

 

Clear credit record

 

Clear criminal record

 

Valid driver's license

 

Own vehicle (essential)

 

Target driven

 

Excellent communication skills

 

Resilience and discipline

 

Desire to continue to learn constantly, keeping up on new industry trends and researching the market to back up financial consulting decisions

 

Professionalism

 

This position reports to: Branch Manager Apply before Saturday, November 9, 2019 - 54 Days left Companies may expire jobs at their own discretion. If you have not received a response within two weeks, your application was most likely unsuccessful.
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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.