Long-Term Insurance Financial Advisor / Planner Needed

Liberty has Financial Advisors positions available for the Cream of The Crop Sales Experts! If you don’t have experience as a Financial Advisor, no problem we provide cutting edge training and ongoing learning to make sure all our Financial Advisors succeed.

We are looking for motivated and target driven professional individuals that provides accurate, professional, and quality advice to clients, to be trusted by clients and building long lasting relationships and assisting clients in achieving their financial goals.

This is what makes us different - We challenge the status quo, we push the boundaries of what is possible, by providing quality advise that can change people's lives, save them money and make their world a better place."

Duties & Responsibilities

• Assisting clients with their financial needs, meeting with clients and doing a full needs analysis to determine what is needed for clients to meet their needs and aspirations.
• Performing market research to stay on top of current financial trends
• Networking and socializing to recognise new potential clients
• Identifying and pursuing potential clients to maintain a strong client base
• Building lasting relationships and advising clients on what we have to offer with every stage of their live

Requirements:

• National senior certificate is non-negotiable
• Clear criminal and credit record
• FSCA recognised qualification will be an advantage
• RE5 will be an advantage
• Long-term Insurance Class of Business Training will be an advantage
• Strong Sales Acumen
• Min 2 years' experience in the Sales / Customer Services / Account Management space
• Previous individual long-term life insurance experience would be an advantage but not a must