Talking to clients to determine their expenses, income, current cover and financial objectives needed to develop a
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
Implementing financial plans
Managing and updating client portfolios
Contacting clients regularly to discover changes in their financial status
Building and maintaining your client base
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