Liberty is looking for entrepreneurial individuals, who are passionate about people, solutions driven, hardworking and energetic as well as sales focussed to be trained to work as Wealth Advisors in this dynamic and rewarding industry.
Duties & Responsibilities
You will provide holistic, financial advice solutions that meet customers protection, investment and retirement planning needs.
You will be networking to source clients, contacting them and setting up meetings, either virtually or in clients' homes or business premises.
Conduct needs analysis and annual reviews
Remain accredited and up to date on market trends and product offerings etc.
sales : 2 to 3 years
Desired Experience & Qualifications:
You should be an entrepreneur with a business oriented mind-set, an effective communicator, analytical, meticulous, and customer-oriented who will meet or exceed established sales goals, while meeting individual client needs and complying with pertinent policies and regulations.
You will need to have ambition, drive and perseverance.
Matric is an entry level requirement but a tertiary qualification is highly beneficial