Financial Adviser - Cape Town

Western Cape
Salary: R10 000.00 Per Month
Commission: 70% uncapped
Job Type: Permanent
Sectors: Insurance Investment Sales
Benefits: Medical Aid Pension Bonus Training
Reference: CT2024/11

Apply before Dec 28 2024 | 37 Days left

Apply

Vacancy Details

Employer: Liberty Standard Bank Group

Finding the right Financial Planner is like finding the perfect life partner. Our Liberty Financial Planners are professionally trained to guide our clients through every step of their life-long financial journey. They will adapt to changing needs and help maintain and grow the client's finances.

As a Financial Planner you will learn to build your practice with the support and grooming of sales coaches and experienced planners as well as receive accredited training. You will balance new client development, sales activities, customer service and compliance with personal and professional growth and development.

Remuneration

R10000.00 start up stipend (NEW to industry only)

70% uncapped commission

Corporate benefits

Professional accredited training and development

Candidate Requirements

Responsibilities

Complete required program training and assignments, obtain mandatory industry licenses within prescribed timeframes, master assessments and meet minimum performance and production standards.

Meet production targets that impact overall company revenue goals.

Demonstrate proficiency in the use of Liberty tools and systems.

Develop a book of business consistent with Liberty’s standards.

Provide a high level of client service.

Manage the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, and insurance needs.

Develop client pipelines by prospecting, networking and engaging in initiatives.

Recommend financial solutions based on client needs.

Requirements

Completed post matric related qualification in marketing, business, law, economics, investments, risk management etc

Own laptop (Windows 7 professional)

Clear credit rating

No criminal record

Own vehicle and drivers license

Apply

14 people have applied for this job. 1097 people have viewed this job.

More Jobs at Liberty Standard Bank Group

View All (448)