Where

Financial Adviser

Liberty FA
Durban Full-day Full-time

Description:

Elevate the art of risk management by crafting inventive insurance plans that not only protect assets but also unlock hidden opportunities.

We believe in client-centricity. You will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilising extensive expertise to provide financial advice to customers, grow your client base, and prospect for new clients.

Responsibilities:

Prospecting for new business

Building long-lasting relationships

Conducting financial needs analysis

Providing clients with financial advice

Elevate the art of risk management by crafting inventive insurance plans that not only protect assets but also unlock hidden opportunities.

Benefits:

Accredited training

High commission earning potential.

Passive income creation

Let me assist you with taking the next step in your career.

APPLY NOW

Requirements:

  • Negotiating: 1 year or less
  • Sales: 1 year or less
  • Prospecting: 1 year or less

Requirements:

Matric (grade 12) or NQF level 4

RE5 an advantage

Clear Credit and Criminal records

FAIS Compliance

At least two years of work experience in sales or marketing

Skills:

Good business acumen

Proactive

Ability to cope with pressure

Good communication skills (verbal and written)

05 May 2024;   from: careers24.com

Similar jobs

  • Liberty FA
  • Durban
... the next generation of Liberty Financial Advisers. Our program takes a holistic ... grooming of Sales Managers, experienced Financial Advisers, and will receive training from ... and skilled to perform the Financial Adviser role effectively and efficiently (these ...
13 days ago
  • Liberty FA
  • Durban
... the next generation of Liberty Financial Advisers. Our program takes a holistic ... grooming of Sales Managers, experienced Financial Advisers, and will receive training from ... and skilled to perform the Financial Adviser role effectively and efficiently (these ...
13 days ago
  • Liberty
  • Durban
... career as a Financial Adviser. Join a Company that invests in its Financial Advisers by providing ... from assisting clients to obtain financial freedom whilst securing yours. ... leads to secure appointments Conduct financial needs analysis to make a ...
14 days ago
  • Liberty FA
  • Durban
... make a successful career as a Financial Adviser. Successful Advisers are competitive individuals who pride ... in all aspects of personal financial planning, wealth protection, and creation ... : Follow all the steps of financial planning in the sales process ...
29 days ago