Financial Adviser

Financial Adviser
Company:

Liberty Group


Financial Adviser

Details of the offer

Our employees are important to us. We empower and inspire them to perform, offer opportunities to grow and we recognise and reward their contribution. They are proud to work for a company that respects them and broader communities, and they trust us to be financially sustainable, so we are successful now, and in the future.Qualifications include: Matric (essential) / Degree (preferable) / Regulatory Exam (RE exam) (highly advantageous)Requirements: Laptop / Clear credit record /Clear criminal record /Valid driver''s licence / Own vehicle essentialSkills:Excellent communication skillsStrong networking and relationship building skillsStrong presentation skillsIndependenceReliabilityDeterminationPrevious sales track record advantageousResponsibilities:Talking to clients to determine their expenses, income, current cover and financial objectives needed to develop afinancial planAnswering client questions about financial plans and strategies and giving financial adviceAdvising strategies for clients to help them reach financial objectivesReviewing client financial plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their planAnalysing financial data received from clients to develop strategies for meeting clients'' financial goalsPreparing or interpreting financial document summaries, investment performance reports and income projectionsfor clientsImplementing financial plansManaging and updating client portfoliosContacting clients regularly to discover changes in their financial statusBuilding and maintaining your client baseBenefits: 50% subsidised medical aidTraining and mentorshipCompetitive commission structureRecognition programs that reward top performancePassive income creationFlexible working hoursOpportunity to join a well-established, reputable brandStrong suit of tools to enhance your competitive edgeThis is a great opportunity to be part of a growing business. In return for your expertise, youll enjoy our dedicationto your ongoing personal and professional development. Here, you''ll grow as a person and develop your career.As a valued member of our team, we''ll support to grow and advance you through excellent training opportunities. Our customers experience and success starts with yours.So why not come and talk to us? Locations include: Umhlanga, Mount Edgecombe, Westville, Kloof and PMBLiberty is not just our name. It''s what we doAPPLY NOW


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