Financial Advisor

Western Cape
Salary: Market Related
Job Type: Permanent
Sectors: Finance Consulting Graduate
Benefits: Medical Aid Bonus Training Parking
Reference: 2110220

Apply before Jan 03 2025 | 60 Days left

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Vacancy Details

Employer: Liberty Standard Bank Group 2

Understand clients’ financial needs

Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals

Answer clients’ questions and address concerns

Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals

Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.

Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.

Manage and regularly update clients’ portfolios.

Required Skills

Sales: 2 to 3 years

Candidate Requirements

Grade 12 (Matric) certificate
A valid Driver’s licence and your own car
A clear criminal and credit check
A minimum of 3 years working experience (preferably in sales)
Proven computer literacy (own Laptop)
Excellent communication skills (written and verbal)
Own network

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About Liberty Standard Bank Group 2

At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day.

Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products.

Our thirst for knowledge is embodied by a group of outstanding people who give our clients the tools and advice needed to achieve success.

Why we are in business:
To pioneer new ways and guide people towards financial freedom.

Our purpose:
To make a difference in people’s lives.

Our impact:
What we do changes people’s realities.

Our vision:
To be the trusted leader in insurance and investment in Africa and our chosen markets.