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Liberty Adviser Acquisition & Onboarding

Financial Sales Consultant at Liberty Group

Liberty Adviser Acquisition & Onboarding

  • R10,000 per month
  • Permanent Intermediate position
  • Cape Town CBD
  • Posted 08 Apr 2024 by Liberty Adviser Acquisition & Onboarding
  • Job 2560303 - Ref CT/TM2024/6

About the position

ARE YOU WAITING......?

For someone to lead and inspire you
For the boss to recognize you
For clients to thank you
For co-workers to help you
For the world to hail you

WELL, HERE'S A NEWSFLASH

They are waiting for you too....
As a young achiever, in the early stages of your career, establishing your future is a priority for you.
Why not make this a reality for others?
If you believe you have the guts to achieve the glory, send me your CV today and you will be in good company. And that's a fact!

RESPONSIBILITIES

Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals. This guidance comes with enormous responsibility. Giving advice to clients is a privilege. They are trusting you with the intimate details of their finances and earning that trust requires passing rigorous exams and holding yourself to the highest standards of professionalism and integrity.
Financial planners need both strong interpersonal and analytical skills. They must be able to analyse investment and financial data then clearly communicate their findings to their clients.

DUTIES

  • Meet with clients to discuss their financial needs
  • Recommend investments to clients
  • Financial planners spend their days meeting with prospective clients, implementing solutions with new clients and reviewing plans with existing clients.
  • Financial planners help their clients make more informed financial decisions. Those decisions can be anything from how to start investing to retirement or estate planning.

REQUIREMENTS

  • Must reside in the Western Cape
  • Tertiary (university) education preferable (finance, entrepreneurship, law, commerce, marketing or similar)
  • Drivers license and own vehicle
  • Clear criminal and credit record

REMUNERATION

  • [URL Removed] startup stipend (new to Industry advisers ONLY)
  • 70% uncapped commission
  • Medical aid
  • Corporate company benefits
  • Professionnal development, training and accreditation

Desired Skills:

  • sales
  • advisory
  • Financial Advisor
  • Financial Planning

Desired Work Experience:

  • Less than 1 year Representative / Sales Consulting

Desired Qualification Level:

  • Degree

About The Employer:

For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. We were there when you asked HR if you could take a sabbatical and when you asked your girlfriend to marry you.

We've been there for the birth of your children and the passing of your loved ones. Walks down the aisle and walks out of doctor's rooms. We were there the night of your accident, and the morning you watched the sunrise from Mount Fuji. For more than six decades, we've helped you dream of it, plan for it, deal with it. We've been in it with you. All of it.

From the first retirement annuity ever sold in 1957 by Sir Donald Gordon, to protecting and growing the lives of more than 3.2 million people across Africa today.

Employer & Job Benefits:

  • Medical Aid
  • Provident Fund
  • Incentive Bonus
  • Training

Liberty Adviser Acquisition & Onboarding

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Job expired on 2024/04/15

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