Financial Adviser

Gauteng
Salary: Market Related
Bonus: Yes
Commission: Yes
Job Type: Permanent
Sectors: Insurance Sales
Benefits: Medical Aid Pension Bonus Training
Reference: 2280301

Apply before Jul 13 2025 | 25 Days left

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Vacancy Details

Employer: Liberty Standard Bank Group 2

Financial Adviser

A unique opportunity exists for performance driven individuals. If you are entrepreneurial, self-motivated and people orientated, with a strong network, this role will be ideal for you. Drive your own income and get rewarded for your performance! We offer a defined career path, the best training in the industry, mentorship and on-going support to build your own business practice as a Financial Adviser

Job objectives:

· To prospect for clients and obtain leads to secure appointments

· To conduct a professional Financial Needs Analysis and make needs based recommendations and secure a sale.

· To achieve sales targets as set out by Liberty

· To build relationships with clients

· Elicit information to maximize the effectiveness of a client’s portfolio.

· To give objective and professional financial advice on clients’ needs as pertaining to invests, insurance and health.

· To portray the appropriate propriety in their target market.

· To meet all FSCA legislative requirements

· To remain accredited and up to date with relevant market and industry related subjects.

Candidate Requirements

Requirements:

· Matric

· Over 2 years sales exepereince essential

· Own reliable vehicle is mandatory, in order to attend to client visits

· Clear Credit and Criminal record

· Own laptop and uncapped internet line

Skills and Traits

· Must be people orientated and target - driven

· Must be socially well connected, with an established network of potential clients and have the ability to source new prospects

· Strong financial and business acumen

· Discipline and commitment to work remotely

· Impeccable work ethics

· Effective time management skills

· To remain adequately equipped and knowledgeable regarding the latest technology.

· To build a long-term professional and profitable practice

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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.