Financial Advisor
Durban, KwaZulu Natal
Posted 19 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:
- Permanent
- Experience Required:
- 1 year
- Education Level:
- Grade 12
- Gender:
- Any
- Number of vacancies:
- 1
Job Description
We believe in client-centricity. You will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilising extensive expertise to provide financial advice to customers, grow your client base, and prospect for new clients.
Requirements:
Matric (grade 12) or NQF level 4
RE5 an advantage
Clear Credit and Criminal records
FAIS Compliance
At least two years of work experience in sales or marketing
Skills:
Good business acumen
Proactive
Ability to cope with pressure
Good communication skills (verbal and written)
Responsibilities:
Prospecting for new business
Building long-lasting relationships
Conducting financial needs analysis
Providing clients with financial advice
Elevate the art of risk management by crafting inventive insurance plans that not only protect assets but also unlock hidden opportunities.
Benefits:
Accredited training
High commission earning potential.
Passive income creation
Let me assist you with taking the next step in your career.
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