Financial Adviser

Liberty

  • Pretoria, Gauteng
  • Permanent
  • Full-time
  • 27 days ago
Liberty is searching for people who are determined to make a successful career as a Financial Adviser. Successful Advisers are competitive individuals who pride themselves on excellence in everything they do.We specialise in all aspects of personal financial planning, wealth protection, and creation.We pride ourselves in our culture, team, and the passion that we have to improve the lives of people. This is reflected in the people in our business, the satisfaction of our clients, and the long-standing relationships we continue to nurture.Qualifications:Matric (essential)Degree (preferable)RE (highly advantageous)Requirements:Clear credit recordClear criminal recordLaptopVehicleDuties will include but will not be limited to:Follow all the steps of financial planning in the sales processGenerate leads, set up appointments, and meet clientsPrepare and present recommendations or solutions to the clientImplement, review, and monitor solutions on an ongoing basisObtain all necessary documentation (FICA documentation)Ensure all associated administration is completed in an effective manner to meet the group's compliance and regulatory requirementsMeet ongoing education and professional development regarding legislative and industry requirements and best practicesBuild and maintain client base whilst achieving targetsSkills:Previous sales experience (advantageous)Excellent communication skills (both verbal and written)Integrity and honestySelf-motivatedEntrepreneurial mindsetResilience and persistenceReputable reputationBenefits:Flexible working hoursConstant training and mentorshipAccess to specialised supportOpportunity to join a well-established, secure, and reputable brandOpportunity to write your own cheque (earnings based on business written)Group life benefitsHigh commission earning potentialLiberty is not just our name. It's what we doQualifications:Matric (essential)Degree (preferable)RE (highly advantageous)Requirements:Clear credit recordClear criminal recordLaptopVehicle

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