Description:
Liberty is searching for people who are determined to make a successful career as a Financial Adviser. Successful Advisers are competitive individuals who pride themselves on excellence in everything they do.
We specialise in all aspects of personal financial planning, wealth protection, and creation.
We pride ourselves in our culture, team, and the passion that we have to improve the lives of people. This is reflected in the people in our business, the satisfaction of our clients, and the long-standing relationships we continue to nurture.
Qualifications:
Matric (essential)
Degree (preferable)
RE (highly advantageous)
Requirements:
Clear credit record
Clear criminal record
Laptop
Vehicle
Duties will include but will not be limited to:
Follow all the steps of financial planning in the sales process
Generate leads, set up appointments, and meet clients
Prepare and present recommendations or solutions to the client
Implement, review, and monitor solutions on an ongoing basis
Obtain all necessary documentation (FICA documentation)
Ensure all associated administration is completed in an effective manner to meet the group's compliance and regulatory requirements
Meet ongoing education and professional development regarding legislative and industry requirements and best practices
Build and maintain client base whilst achieving targets
Skills:
Previous sales experience (advantageous)
Excellent communication skills (both verbal and written)
Integrity and honesty
Self-motivated
Entrepreneurial mindset
Resilience and persistence
Reputable reputation
Benefits:
Flexible working hours
Constant training and mentorship
Access to specialised support
Opportunity to join a well-established, secure, and reputable brand
Opportunity to write your own cheque (earnings based on business written)
Group life benefits
High commission earning potential
Liberty is not just our name. It's what we do
Requirements:
- Negotiation: 1 to 2 years
- Sales: 1 to 2 years
- Prospecting: 1 to 2 years
Qualifications:
Matric (essential)
Degree (preferable)
RE (highly advantageous)
Requirements:
Clear credit record
Clear criminal record
Laptop
Vehicle