Insurance and Wealth Advisor

Liberty is growing their financial advising force.

Join us in building up your own professional practice under the solid brand of Liberty and Standard Bank.

Excellent uncapped earning potential, full training provided with great benefits and incentives

90% commission paid on products, from product 1.

This is a fais role.

Your role will involve providing comprehensive financial guidance and offering tailored recommendations to help clients maximize their financial potential. You will be responsible for conducting thorough market research, understanding clients’ individual needs, and designing effective financial strategies.

Additionally, you will play a key role in closing sales and building long-term relationships with clients. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a deep understanding of financial products and services.

Join us and help clients make informed financial decisions for a secure future.

Responsibilities:

Assess client’s overall financial picture, understand their needs and develop a solid financial plan
Guide clients towards a profitable and secure financial decision
Cultivate client base and build win-win relationships
Network, generate leads and build up clientele
Keep abreast of new industry’s trends and research market to back up financial consulting
Oversee the course of the financial plan and update it,
Comply with all industry rules and regulations

Requirements:
Matric

Tertiary education an advantage

If experienced in the field, all compliance qualifications are a must have

2 years sales experience

Laptop

Drivers License

Own car

Network of clients