Back to Search Results

Sales Financial Advisor

Pretoria
Salary: Market Related
Commission: commission
Job Type: Permanent
Sectors: Banking Insurance Investment
Benefits: Medical Aid Pension Training
Reference: JANEEN1

Apply before Jan 18 2025 | 55 Days left

Apply

Vacancy Details

Employer: Liberty Standard Bank Group

Liberty is Hiring Financial Planners!

Liberty is recognized as a leading insurance brand, and a TOP employer to grow your career with.

We are driven by a purpose.

We secure the future dreams, aspirations and plans everyone has for themselves and their loved ones, we work to deliver on our promise to be every customer's most trusted Insurance partner.

We are looking for Financial Planners / Advisors to join our dynamic team of Professionals, where great potential is revealed, growth is inevitable and where we give recognition for performance and excellent achievements.

Become part of this great opportunity now!

Job Specification:

Create a client portfolio, and build a professional practice under the Liberty Brand.

Conduct a financial needs analysis to determine your client’s needs and provide appropriate financial advice.

Create and advise on strategies for each client to help them reach their financial freedom.

Adhere to compliance requirements in the sales process.

Achieve set targets on production and quality of business.

Maintaining excellent service delivery to each client.

Ongoing client relationship and monitoring their financial portfolio.

Keep informed of the changes in legislations and other industry changes.

Required Skills

Sales

Candidate Requirements

What we offer:

We provide excellent mentorships

We provide top notch induction training and continuous learning and development

On-going business development support by a network of proficient professionals committed to helping you succeed and establish a successful and professional career in the finance industry.

An opportunity to work for yourself and manage your own business, with flexibility.

Various Rewards & Recognition for outstanding performance

Above market related commission-based income and large company benefits

Various Business Initiatives

Group benefits

Great working environment

And many more

What We are Looking For in candidates:

National Senior Certificate

Degree / Diploma will be an advantage

Criminal and Credit Clear

Experience in Sales

Strong Networking and Influencing skills

Decision Making skills

Target Driven

People Orientated

RE5 or Financial Advising qualification would be an advantage

Professional Communicating skills

FAIS compliant

Time Management skills

The ideal candidate must have passion of people, passion for the insurance industry and Sales. The ability to Network and build relationships with clients.

Apply

Hot Job

55 people have applied for this job. 3202 people have viewed this job.