Vacancy Details
Employer: Liberty Standard Bank Group 2
JOIN an opportunity aimed at enhancing your Career.
Liberty offers comprehensive training for the next generation of Liberty Financial Advisers. Our program takes a holistic approach by incorporating technical, sales, and soft skills training to fully position the new advisers for success.
The Financial Adviser in training will learn to build their practice with the learning from the support and grooming of Sales Managers, experienced Financial Advisers, and will receive training from the Training Team. The Adviser will balance new client development, sales activities, customer service and compliance with personal and professional growth and development. They will also provide clients with sound financial advice and service them.
Job Objectives:
Help clients to identify and achieve their financial dreams, by tailoring a financial plan that covers investments, insurance, and retirement planning, thus creating wealth and peace of mind for their clients.
Conduct detailed clients' financial needs analysis and provide professional advice
Create and protect the financial security and wealth of clients
Assist clients in achieving their financial dreams and maintain client portfolios
Create and cultivate relationships with clients
Provide excellent service orientation and frequent contact with clients
Essential Duties and Responsibilities:
Become trained and skilled to perform the Financial Adviser role effectively and efficiently (these duties will be performed under supervision):
Completes required training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
Meets production targets that impact overall company revenue goals.
Demonstrate proficiency in the use of Liberty tools and systems.
Develops a book of business consistent with Liberty’s standards.
Provides a high level of client service.
Manages the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, and insurance needs.
Develops client pipeline by prospecting, networking, engaging in initiatives.
Recommends financial solutions based on client needs.
Seeks expertise in internal resources to identify opportunities and solutions for clients.
Maintains appropriate record-keeping and supervision files.
Stays abreast of products, industry rules and regulations, and financial planning.
Performs other duties and responsibilities as assigned.
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Required Skills
- Networking: 1 year or less
- Sales: 1 year or less
- Prospecting: 1 year or less
Candidate Requirements
Qualification & Requirements
Completed matric-related qualification in marketing, business, law, economics, investments, risk management etc
Own Laptop.
At least 1year sales experience – Advantageous.
Clear Credit rating
No Criminal record
Laptop
Skills & Attributes:
Impeccable work ethics.
Ability to work autonomously.
Effective Marketing and Networking Skills.
Ability to plan and manage time effectively.
Excellent communication and interpersonal skills.
Target Driven.
Computer literate.
Entrepreneurial.
Self-starter.
Relationship building skills
32 people have applied for this job. 2823 people have viewed this job.
About Liberty Standard Bank Group 2
At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day.
Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products.
Our thirst for knowledge is embodied by a group of outstanding people who give our clients the tools and advice needed to achieve success.
Why we are in business:
To pioneer new ways and guide people towards financial freedom.
Our purpose:
To make a difference in people’s lives.
Our impact:
What we do changes people’s realities.
Our vision:
To be the trusted leader in insurance and investment in Africa and our chosen markets.
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