Description:
Description:
The role of a financial adviser is one that demands utmost professionalism, integrity and a customer centric approach.
An accredited financial adviser commands the respect and trust of those customers who are entrusting their and their families financial futures to them.
The role calls for a formal in house training, the completion of the prescribed Regulatory exams, accreditation with the Financi al Services Regulatory authority and requires continuous professional development.
As an accredited financial adviser with Liberty, you will represent the ideals and values to which the company has subscribed for over 66 years Integrity, Professionalism, Customer first, Advice led.
Responsibilities:
Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financialfu tures and protection of assets and estate.
Provide proactive, on demand financial service and advise to customers within your allocated customer markets.
As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. Importantly, the financial adviser profession requires continuous personal development through the attendanc e a nd completion of accredited courses and programmes
Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circumstances and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fu nda mentally important.
Requirements:
- A Grade 12 (Matric) certificate
- FAIS compliant
- RE5 Certification and Industry Accreditations are an advantage
- A valid Drivers licence and your own vehicle
- A clear criminal and credit records
- A minimum of 2 years working experience (preferably in sales)
- Proven successful performance track record from previous roles
- Computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
- A Grade 12 (Matric) certificate
- FAIS compliant
- RE5 Certification and Industry Accreditations are an advantage
- A valid Drivers licence and your own vehicle
- A clear criminal and credit records
- A minimum of 2 years working experience (preferably in sales)
- Proven successful performance track record from previous roles
- Computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
- A Grade 12 (Matric) certificate
- FAIS compliant
- RE5 Certification and Industry Accreditations are an advantage
- A valid Drivers licence and your own vehicle
- A clear criminal and credit records
- A minimum of 2 years working experience (preferably in sales)
- Proven successful performance track record from previous roles
- Computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
- A Grade 12 (Matric) certificate
- FAIS compliant
- RE5 Certification and Industry Accreditations are an advantage
- A valid Drivers licence and your own vehicle
- A clear criminal and credit records
- A minimum of 2 years working experience (preferably in sales)
- Proven successful performance track record from previous roles
- Computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)