Description:
The CAE offers a comprehensive training ground for the next generation of Liberty Financial Advisers. The program takes a holistic approach by incorporating technical, sales and soft skills training to fully position Advisers. The Financial Adviser in training will learn to build their practice with the learning from the support and grooming of Branch Managers, Unit Sales Leaders and experienced Financial Advisers. Adviser will balance new client development, sales activities, customer service and compliance with personal and professional growth and development. They will also provide clients with sound financial advice and service them.
Job Objectives:
- Help clients to identify and achieve their financial dreams, by tailoring a financial plan that covers investments, insurance, and retirement planning, thus creating wealth and peace-of-mind for their clients.
- Conduct detailed clients' financial needs analysis and provide professional advice
- Create and protect the financial security and wealth of clients
- Assist clients to achieve their financial dreams and maintain client portfolios
- Create and cultivate relationships with clients
- Provide excellent service orientation and frequent contact with clients
Become trained and skilled to perform the Financial Adviser role effectively and efficiently (these duties will be performed under supervision):
• Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
• Meets production targets that impact overall company revenue goals.
• Demonstrate proficiency in the use of Liberty tools and systems.
• Develops a book of business consistent with Liberty’s standards.
• Provides a high level of client service.
• Manages the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, and insurance needs.
• Develops client pipeline by prospecting, networking, engaging in initiatives.
• Recommends financial solutions based on client needs.
• Seeks expertise of internal resources to identify opportunities and solutions for clients.
• Maintains appropriate record keeping and supervision files.
• Stays abreast of products, industry rules and regulations, and financial planning.
• Performs other duties and responsibilities as assigned.
Requirements:
- Help clients to identify and achieve their financial dreams, by tailoring a financial plan that covers investments, insurance, and retirement planning, thus creating wealth and peace-of-mind for their clients.
- Conduct detailed clients' financial needs analysis and provide professional advice
- Create and protect the financial security and wealth of clients
- Assist clients to achieve their financial dreams and maintain client portfolios
- Create and cultivate relationships with clients
- Provide excellent service orientation and frequent contact with clients
- Completed post matric finance related qualification in marketing, business, law, or economics, investments, risk management etc
- Industry related experience and qualifications such as RE 5, COB & NQF 5
- Own Laptop.
- Clear Credit rating
- No Criminal record
- Laptop (Windows 7 professional)
- Impeccable work ethics.
- High EQ.
- Ability to work autonomously.
- Effective Marketing and Networking Skills.
- Ability to plan and manage time effectively.
- Excellent communication and inter-personal skills.
- Target Driven.
- Computer literate.
- Entrepreneurial.
- Self-starter.
- Tech & digitally savvy and can adapt to learning new systems.
- Agility.
- Numeracy skills.
- Identifying client needs.
- Relationship building.
- Time Management.
Qualification & Requirements
- Completed post matric finance related qualification in marketing, business, law, or economics, investments, risk management etc
- Industry related experience and qualifications such as RE 5, COB & NQF 5
- Own Laptop.
- Clear Credit rating
- No Criminal record
- Laptop (Windows 7 professional)
Skills & Attributes:
- Impeccable work ethics.
- High EQ.
- Ability to work autonomously.
- Effective Marketing and Networking Skills.
- Ability to plan and manage time effectively.
- Excellent communication and inter-personal skills.
- Target Driven.
- Computer literate.
- Entrepreneurial.
- Self-starter.
- Tech & digitally savvy and can adapt to learning new systems.
- Agility.
- Numeracy skills.
- Identifying client needs.
- Relationship building.
- Time Management.