Vacancy Details
Employer: Liberty Standard Bank Group 2
Liberty is searching for people who are determined to make a successful career as a Financial Adviser. Successful Advisers are competitive individuals who pride themselves on excellence in everything they do.
We specialise in all aspects of personal financial planning, wealth protection, and creation.
We pride ourselves in our culture, team, and the passion that we have to improve the lives of people. This is reflected in the people in our business, the satisfaction of our clients, and the long-standing relationships we continue to nurture.
Qualifications:
Matric (essential)
Degree (preferable)
RE (highly advantageous)
Requirements:
Clear credit record
Clear criminal record
Laptop
Vehicle
Duties will include but will not be limited to:
Follow all the steps of financial planning in the sales process
Generate leads, set up appointments, and meet clients
Prepare and present recommendations or solutions to the client
Implement, review, and monitor solutions on an ongoing basis
Obtain all necessary documentation (FICA documentation)
Ensure all associated administration is completed in an effective manner to meet the group's compliance and regulatory requirements
Meet ongoing education and professional development regarding legislative and industry requirements and best practices
Build and maintain client base whilst achieving targets
Skills:
Previous sales experience (advantageous)
Excellent communication skills (both verbal and written)
Integrity and honesty
Self-motivated
Entrepreneurial mindset
Resilience and persistence
Reputable reputation
Benefits:
Flexible working hours
Constant training and mentorship
Access to specialised support
Opportunity to join a well-established, secure, and reputable brand
Opportunity to write your own cheque (earnings based on business written)
Group life benefits
High commission earning potential
Liberty is not just our name. It's what we do
Required Skills
- Negotiation: 1 to 2 years
- Sales: 1 to 2 years
- Prospecting: 1 to 2 years
Candidate Requirements
Qualifications:
Matric (essential)
Degree (preferable)
RE (highly advantageous)
Requirements:
Clear credit record
Clear criminal record
Laptop
Vehicle
7 people have applied for this job. 1298 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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