Financial Planner (Liberty) Durban Northern Suburbs, Market RelatedBenefits: Medical Aid, Pension, Bonus, Training, Group Life and other benefitsBonus: YesCommission: Yes Job Type: Permanent Sectors: Insurance, Investment, Sales, Finance, Consulting Posted by Liberty Financial Advisers on Thursday, January 23, 2020 Reference: fadbn1/20 Apply before Tuesday, March 24, 2020 - 36 Days left Apply Now Job Details Employer: Liberty Financial Advisers Are you an entrepreneurial, career driven individual with excellent people skills? Liberty will train the successful candidate to become a financial professional. Provide holistic financial planning advice to clients by identifying their insurance, investment and lifestyle needs and objectives. Identify new business opportunities and develop and implement strategies, and manage individual and corporate relationships. Key Activities: Source, develop and cultivate your own client base by networking and prospecting• Meet clients in person to provide them with financial planning advice and solutions• Identify a clients’ insurance and investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment requirements, individual goals etc.• Make a written recommendation based on a clients’ responses to the risk profile questionnaireand subsequent discussions• Provide the client with information on the performance of the various investment portfoliosavailable• Educate the clients with regards to basic insurance, medical aid and investment principles andinsurance needs• Educate Business clients with regard to corporate benefit portfolio• Ensure that the clients investment portfolio is consistent with Liberty’s investment philosophy• Provide on-going financial planning advice to “retained” clients• Develop and implement strategies to obtain and manage business opportunities arising withinassigned Corporate accounts• Manage and strengthen relationships• Resolve client concerns, queries and/or complaints• Source new business from retained clients and by means of referrals Candidate Requirements Requirements: • Tertiary qualification is a strong advantage. • Proven track record in external sales / outbound sales. • Own vehicle and valid driver’s license is essential • Ability to work independently • Able to network, prospect and build relationships • Clear credit and criminal record • Career driven person with strong entrepreneurial drive Please note: This is a sales focused role in a target driven environment. Apply before Tuesday, March 24, 2020 - 36 Days left Companies may expire jobs at their own discretion. If you have not received a response within two weeks, your application was most likely unsuccessful. Hot Job 34 people have applied for this job. 201 people have viewed this job.