Financial Adviser - Liberty FA, Pietermaritzburg

  • Pietermaritzburg
  • Salary: Market Related
  • Benefits: Medical Aid, Pension, Training, training and development, flexible working hours, group life cover, challenges, passive income creat
  • Commission: High commission earning potential
  • Job Type: Permanent
  • Sectors: Insurance, Sales, Finance
  • Posted by Liberty FA on Sunday, June 28, 2020
  • Reference: LIB - 03
  • Apply before Thursday, August 27, 2020 - 50 Days left

Vacancy Details

Employer: Liberty FA

One of the SA’s leading financial services companies, Liberty are currently recruiting for Financial Advisers.


Our employees are important to us. We empower and inspire them to perform, offer opportunities to grow and we recognise and reward their contribution. They are proud to work for a company that respects them and broader communities, and they trust us to be financially sustainable, so we are successful now, and in the future.

 

Responsibilities:

Talking to clients to determine their expenses, income, current cover and financial objectives needed to develop a

financial plan

Answering client questions about financial plans and strategies and giving financial advice

Advising strategies for clients to help them reach financial objectives

Reviewing client financial plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan

Analysing financial data received from clients to develop strategies for meeting clients' financial goals

Preparing or interpreting financial document summaries, investment performance reports and income projections

for clients

Implementing financial plans

Managing and updating client portfolios

Contacting clients regularly to discover changes in their financial status

Building and maintaining your client base

 

Benefits:

50% subsidised medical aid

Training and mentorship

Competitive commission structure

Recognition programs that reward top performance

Passive income creation

Flexible working hours

Opportunity to join a well-established, reputable brand

Strong suit of tools to enhance your competitive edge

 

This is a great opportunity to be part of a growing business. In return for your expertise, you’ll enjoy our dedication

to your ongoing personal and professional development. Here, you'll grow as a person and develop your career.

As a valued member of our team, we'll support to grow and advance you through excellent training opportunities. Our customers’ experience and success starts with yours.

So why not come and talk to us?

 

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

 

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

 

APPLY NOW


Required Skills

  • negotiation : 1 year or less
  • sales : 1 year or less
  • prospecting : 1 to 2 years

Candidate Requirements

Qualifications include: Matric (essential) / Degree (preferable) / Regulatory Exam (RE exam) (highly advantageous)

 

Requirements: Laptop / Clear credit record /Clear criminal record /Valid driver's licence / Own vehicle essential

 

Skills:

Excellent communication skills

Strong networking and relationship building skills

Strong presentation skills

Independence

Reliability

Determination

Previous sales track record advantageous

This position reports to: Branch Manager Apply before Thursday, August 27, 2020 - 50 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.