Description:
Financial Adviser
A unique opportunity exists for performance driven individuals. If you are entrepreneurial, self-motivated and people orientated, with a strong network, this role will be ideal for you. Drive your own income and get rewarded for your contribution! We offer a defined career path, the best training in the industry, mentorship and on-going support to build your own business practice as a Financial Adviser
Requirements:
- Sales: 1 to 2 years
To sell Liberty products in a professional manner, enabling Liberty's Agency and Entrepreneurs Distribution channel in achieving it's strategic vision & therefore meeting targets profitably.
Job objectives:
To prospect for clients and obtain leads to secure appointments - daily activity. Must be meeting with with at least 20 clients per week.
To conduct a professional Financial Needs Analysis and make needs based recommendation sand secure a sale.
To achieve sales targets as set out by Liberty
To build relationships with clients so that the consultants wins confidence , credibility and trust.
Elicit information to maximize the effectiveness of a clients portfolio.
To give objectives and professional financial advice on clients needs as pertaining to invest, insurance and health.
To portray the appropriate propriety in their target market.
To meet all legislative requirements
To remain accredited and up to date with relevant market and industry related subjects.
Requirements:
Matric + National Diploma or Degree
3 - 5 years working experience - sales experience a plus!
Own reliable vehicle in order to attend to client visits
Clear Credit and Criminal record
Must be people orientated and target - driven
Must be socially well connected, with an established network of potential clients and have the ability to source new prospects
Strong financial and business acumen
Impeccable work ethics
Effective time management skills
To remain adequately equipped and knowledgeable regarding the latest technology.
To build a long-term professional, profitable practice