Excellent opportunity for entrepreneurial individual to build a professional, financial practice under the Liberty brand.
Full training and support provided to qualify the right candidate as a Finance and Investment professional.
Build your own practice by Providing holistic financial planning advice to private and business clients by identifying their investment and lifestyle needs and objectives. Identify new business opportunities and develop and implement strategies, and manage individual and corporate relationships
Source, develop and nurture your own client base by networking and prospecting
Source new business from retained clients and by means of referrals
Meet clients in person to provide them with financial planning advice and solutions
Sales as an outcome of needs analysis conducted and advice provided
Identify a clients’ insurance and investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc.
Make a written recommendation based on a clients’ responses to the risk profile questionnaire and subsequent discussions
Provide the client with information on the performance of the various investment portfolios available
Educate the clients with regards to basic cover, medical aid and investment principles and retirement and insurance needs
Educate Business clients with regard to corporate benefit portfolio
Provide on-going financial planning advice to “retained” clients
Develop and implement strategies to obtain and manage business opportunities arising within assigned Corporate accounts