One of Liberty's Top producing Franchises has opportunities available for Financial Advisers. We have a National Footprint over South- Africa where we have Business Centers in Gauteng KZN ,and a Coastal footprint. We pride ourselves with a Unique Support Structure to enhance the Brand and customer centric approach.
At EQ-FIN we do more then support our Financial Planners we coach, team, empower, enlighten our team and provide each staff member with a bespoke Career Path.
sales : 1 to 2 years
insurance sales : 1 year or less
The successful candidate will be required to:
Prospect for clients/to obtain leads and secure appointments.
Conduct a professional needs analysis to make a needs based recommendation that could lead to sales.
To achieve the target as set out by Liberty.
To build relationships with clients so that the consultant win confidence ,credibility and trust to elicit information to maximize the effectiveness of the clients portfolio.
To provide professional objective advise to clients and the clients needs.
To meet legislative requirements.
To remain accredited and up to date with relevant markets and industry related subjects.