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 performance! 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
Job objectives:
· To prospect for clients and obtain leads to secure appointments
· To conduct a professional Financial Needs Analysis and make needs based recommendations and secure a sale.
· To achieve sales targets as set out by Liberty
· To build relationships with clients
· Elicit information to maximize the effectiveness of a client’s portfolio.
· To give objective and professional financial advice on clients’ needs as pertaining to invests, insurance and health.
· To portray the appropriate propriety in their target market.
· To meet all FSCA legislative requirements
· To remain accredited and up to date with relevant market and industry related subjects.
Requirements:
Requirements:
· Matric
· Over 2 years sales exepereince essential
· Own reliable vehicle is mandatory, in order to attend to client visits
· Clear Credit and Criminal record
· Own laptop and uncapped internet line
Skills and Traits
· 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
· Discipline and commitment to work remotely
· Impeccable work ethics
· Effective time management skills
· To remain adequately equipped and knowledgeable regarding the latest technology.
· To build a long-term professional and profitable practice