Vacancy Details
Employer: Liberty Standard Bank Group 2
The Liberty Group is looking for candidates to take on the responsibility of building and maintaining long-term relationships with clients, identifying thier financial objectives, an developing plands that address thier immediate and future financial needs.
Duties & Responsibilities
- Prospect and seek out new clients through networking
- Develop customized financial plands based on clients financial goals and risk tolerance.
- conduct comprehensive financial assessments to identify clients needs and opportunities for improvement.
- Provide ongoing investment advice and monitor clients portfolios to ensure alignment with thier financial objectives.
- Stay informed about market trends, economic developments, and changes in financial legislation to provide recommendations.
- Educate clients on the various liberty products such as investments, life insurance as well as retirement annuities.
Candidate Requirements
Minimum Requirements:
- National Senior Certificate (Grade 12)
- Reliable Laptop
- 2 years + expereince in sales/customer care/debt collection
- Valid driver's and Own vehicle (100% access to a reliable vehicle)
- Clear criminal and credit record
- Excellent communication skills & networking skills
Desired Requirements:
- Diploma/Degree advantageous
- Insurance industry exepreince advantageous
- RE 5
- Class of Business Certificates (Long -Term, Investments & Pensions
6 people have applied for this job. 117 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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