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Sales Financial Advisor

  • Garden Route Remote
  • Salary: Market Related
  • Commission: commission
  • Job Type: Permanent
  • Sectors: Banking Insurance Investment
  • Benefits: Medical Aid Pension Training
  • Reference: copy-JANEEN1

Apply before Jun 15 2025 | 16 Days left

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Vacancy Details

Employer: Liberty Standard Bank Group

Liberty is Hiring Financial Planners!
Liberty is recognized as a leading insurance brand, and a TOP employer to grow your career with.
We are driven by a purpose.
We secure the future dreams, aspirations and plans everyone has for themselves and their loved ones, we work to deliver on our promise to be every customer's most trusted Insurance partner.
We are looking for Financial Planners / Advisors to join our dynamic team of Professionals, where great potential is revealed, growth is inevitable and where we give recognition for performance and excellent achievements.
Become part of this great opportunity now!
Job Specification:
Create a client portfolio, and build a professional practice under the Liberty Brand.
Conduct a financial needs analysis to determine your client’s needs and provide appropriate financial advice.
Create and advise on strategies for each client to help them reach their financial freedom.
Adhere to compliance requirements in the sales process.
Achieve set targets on production and quality of business.
Maintaining excellent service delivery to each client.
Ongoing client relationship and monitoring their financial portfolio.
Keep informed of the changes in legislations and other industry changes.
 
 

Required Skills

  • Sales

Candidate Requirements

 
 
What we offer:
We provide excellent mentorships
We provide top notch induction training and continuous learning and development
On-going business development support by a network of proficient professionals committed to helping you succeed and establish a successful and professional career in the finance industry.
An opportunity to work for yourself and manage your own business, with flexibility.
Various Rewards & Recognition for outstanding performance
Above market related commission-based income and large company benefits
Various Business Initiatives
Group benefits
Great working environment
And many more
What We are Looking For in candidates:
National Senior Certificate
Degree / Diploma will be an advantage
Criminal and Credit Clear
Experience in Sales
Strong Networking and Influencing skills
Decision Making skills
Target Driven
People Orientated
RE5 or Financial Advising qualification would be an advantage
Professional Communicating skills
FAIS compliant
Time Management skills
The ideal candidate must have passion of people, passion for the insurance industry and Sales. The ability to Network and build relationships with clients.
 

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© Careers24. All rights reserved.

About Careers24.com

  • Careers24 is a leading South African job portal that assists jobseekers from all sectors and experience levels to find and apply for vacancies from hundreds of South Africa’s leading companies. With over a million visitors a month, we are one of the most popular destinations to find employment online in South Africa.

    Our mission is to become the destination where every candidate can find an ideal job and where every company can find the perfect candidate. We are a proud member of the Media24 family and part of the Naspers group of companies.

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