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Financial Adviser

  • Pietermaritzburg
  • Salary: Market Related
  • Bonus: high commission earning potential
  • Job Type: Permanent
  • Sectors: General Sales Finance
  • Benefits: training, development, commission
  • Reference: April 2025 - 01

Apply before Jun 04 2025 | 7 Days left

Apply

Vacancy Details

Employer: Liberty Standard Bank Group 2

Duties and responsibilities:

Assessing Client Financial Needs: Meeting with clients to understand their financial situation, goals, risk tolerance, and future aspirations.

Developing Financial Plans: Creating tailored financial strategies that align with clients’ goals, covering areas like investments and retirement..

Investment Guidance: Recommending investment opportunities that suit clients' risk profiles and financial objectives, while explaining potential risks and returns.

Monitoring Financial Portfolios: Regularly reviewing and adjusting clients’ portfolios to respond to changes in financial markets, economic conditions, or clients’ circumstances.

Providing Education and Advice: Educating clients about financial products and concepts, empowering them to make informed decisions about their finances.

Maintaining Compliance: Ensuring that all financial advice and transactions comply with industry regulations and ethical standards.

Building Long-term Client Relationships: Offering ongoing support and advice, fostering trust to ensure that financial plans continue to meet clients’ evolving needs.

Conducting Market Research: Staying up-to-date on financial products, market trends, and economic shifts to provide relevant and timely advice.

Risk Management and Insurance Planning: Advising on insurance options and risk mitigation strategies to protect clients' assets and ensure financial security.

These responsibilities help clients achieve financial security, build wealth, and reach their long-term financial goals.

Benefits:

Flexible working hours

Training and development (product, systems, and sales). You will receive training from professional Trainers as

well as your manager and will therefore get training from someone who has experienced the industry firsthand

Competitive commission based on achieving set sales targets (your effort matches your remuneration)

Opportunity to join a well-established, reputable brand

 

If you want to be the best, you need to work with the BEST.

 

Liberty is not just our name. It's what we do

 

APPLY NOW


Required Skills

  • Sales: 1 year or less
  • Prospecting: 1 year or less
  • Persistency: 1 year or less

Candidate Requirements

Qualifications:

Matric (essential)

Degree (preferable)

Regulatory Exam (RE Exam) (highly advantageous)

 

Requirements:

Own laptop

Clear credit record

Clear criminal record

Laptop

Vehicle/access to a vehicle

Industry experience (advantageous)

 

Skills:

Honesty and integrity

Excellent communication skills

Strong network/social contact

Strong presentation skills

Analytical thought process

Reliability

Previous sales track record (advantageous)


Apply

10 people have applied for this job. 1015 people have viewed this job.

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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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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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