Wealth Planner
Umhlanga, KwaZulu Natal
Posted 2 days ago
- Company:
- Liberty
- Company Description:
- For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. We were there when you asked HR if you could take a sabbatical and when you asked your girlfriend to marry you. We’ve been there for the birth of your children and the passing of your loved ones. Walks down the aisle and walks out of doctor’s rooms. We were there the night of your accident, and the morning you watched the sunrise from Mount Fuji. For more than six decades, we’ve helped you dream of it, plan for it, deal with it. We’ve been in it with you. All of it. From the first retirement annuity ever sold in 1957 by Sir Donald Gordon, to protecting and growing the lives of more than 3.2 million people across Africa today. It is important for us to be there for our clients through every moment of their lives, that is why we offer a comprehensive range of solutions that not only focus on the financial-, but the physical and emotional well-being of our clients as well. This approach has helped us grow from being a South African life insurer to a Pan-African financial services company. Liberty is a subsidiary of The Standard Bank Group and the incorporation into Standard Bank provides synergies and advantages not only in South Africa but across the African continent, positioning Liberty as an integral part of a universal financial services organisation focused on delivering exceptional customer experiences and superior value. We are constantly learning from the life experiences of our clients, in the moments they need us most, to develop and improve our solutions so that we can be in it with you, through the ups, downs, good and the bad. Liberty. In it with you.
- Contract Type:
- Full Time
- Experience Required:
- No Experience
- Education Level:
- Grade 12
- Gender:
- Any
- Number of vacancies:
- 1
Job Description
Liberty offers comprehensive training for the next generation of Liberty Financial Advisers. Our program takes a holistic approach by incorporating technical, sales, and soft skills training to fully position the new advisers for success.
The Financial Adviser in training will learn to build their practice with the learning from the support and grooming of Sales Managers, experienced Financial Advisers, and will receive training from the Training Team. The Adviser will balance new client development, sales activities, customer service and compliance with personal and professional growth and development. They will also provide clients with sound financial advice and service them.
Qualification & Requirements
Completed matric-related qualification in marketing, business, law, economics, investments, risk management etc
Own Laptop.
At least 1year sales experience – Advantageous.
Clear Credit rating
No Criminal record
Laptop
Skills & Attributes:
Impeccable work ethics.
Ability to work autonomously.
Effective Marketing and Networking Skills.
Ability to plan and manage time effectively.
Excellent communication and interpersonal skills.
Target Driven.
Computer literate.
Entrepreneurial.
Self-starter.
Relationship building skills
Job Objectives:
Help clients to identify and achieve their financial dreams, by tailoring a financial plan that covers investments, insurance, and retirement planning, thus creating wealth and peace of mind for their clients.
Conduct detailed clients' financial needs analysis and provide professional advice
Create and protect the financial security and wealth of clients
Assist clients in achieving their financial dreams and maintain client portfolios
Create and cultivate relationships with clients
Provide excellent service orientation and frequent contact with clients
Essential Duties and Responsibilities:
Become trained and skilled to perform the Financial Adviser role effectively and efficiently (these duties will be performed under supervision):
Completes required training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
Meets production targets that impact overall company revenue goals.
Demonstrate proficiency in the use of Liberty tools and systems.
Develops a book of business consistent with Liberty’s standards.
Provides a high level of client service.
Manages the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, and insurance needs.
Develops client pipeline by prospecting, networking, engaging in initiatives.
Recommends financial solutions based on client needs.
Seeks expertise in internal resources to identify opportunities and solutions for clients.
Maintains appropriate record-keeping and supervision files.
Stays abreast of products, industry rules and regulations, and financial planning.
Performs other duties and responsibilities as assigned.
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