Where

Financial Adviser

Liberty
Durban Full-day Full-time

Description:

Looking for ambitious individuals driven to succeed by transforming clients' lives and helping them achieve financial freedom! If you're passionate about making a difference through financial planning, wealth management, and tailored advice, join our team and build a rewarding career where your impact counts.

Qualifications:

Matric (essential)

Degree (preferable)

Regulatory Exam (RE Exam) (highly advantageous)

Requirements:

Own laptop

Clear credit record

Clear criminal record

Laptop

Vehicle/access to a vehicle

Industry experience (advantageous)

Skills:

Honesty and integrity

Excellent communication skills

Strong network/social contact

Strong presentation skills

Analytical thought process

Reliability

Previous sales track record (advantageous)

Duties and responsibilities:

Assessing Client Financial Needs:

Developing Financial Plans

Investment Guidance

Monitoring Financial Portfolios

Providing Education and Advice

Maintaining Compliance

Building Long-term Client Relationships

Conducting Market Research:

Risk Management and Insurance Planning


These responsibilities help clients achieve financial security, build wealth, and reach their long-term financial goals.


Benefits:

Flexible working hours

Training and development (product, systems, and sales). You will receive training from professional Trainers as

well as your manager and will therefore get training from someone who has experienced the industry firsthand

Competitive commission based on achieving set sales targets (your effort matches your remuneration)

Opportunity to join a well-established, reputable brand

If you want to be the best, you need to work with the BEST.

Liberty is not just our name. It's what we do

APPLY NOW

05 Apr 2025;   from: gumtree.co.za

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