Vacancy Details
Employer: Liberty FA
Join a profession that gives you an opportunity to start and build a career for yourself. If you are a results-oriented individual with a passion for finance and a natural talent for sales. We have an exciting opportunity for an entrepreneurial Financial Advisor to join our dynamic team! As a leading financial services company, we are seeking a highly motivated and skilled individual to grow our client base and help clients achieve their financial goals.
Job Description:
As a Financial Advisor, your primary responsibility will be to deliver exceptional financial advice and solutions to clients, while actively driving sales and revenue growth. You will be tasked with building and maintaining strong relationships with new clients, understanding their financial objectives, and tailoring personalized financial plans to meet their needs. Your role will involve:
· Prospecting and acquiring new clients through various channels, including referrals, networking, and cold calling.
· Conducting comprehensive financial assessments to identify opportunities for investment, retirement planning, insurance, and other financial products.
· Developing and implementing effective sales strategies to achieve and exceed individual and team targets.
· Providing expert guidance on investment options, risk management, and wealth preservation strategies.
· Collaborating with cross-functional teams, including wealth management, tax specialists, and legal advisors, to deliver comprehensive financial solutions.
· Keeping up-to-date with industry trends, products, and regulations to provide accurate and informed advice.
Required Skills
- Sales: 3 to 4 years
Candidate Requirements
Qualifications and Skills:
· Matric, bachelor's qualification advantageous
· Proven track record of success in a sales-driven role
· Own Vehicle + Valid driver's license
· Own laptop + internet
· Clear criminal and credit record
6 people have applied for this job. 1567 people have viewed this job.
About Liberty FA
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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