Financial Adviser – Liberty-
Location | Cape Town, South Africa |
Date Posted | October 24, 2020 |
Category |
Finance
|
Job Type |
Full-time
|
Currency | ZAR |
Description
The Liberty Advantage will offer you the opportunity to launch yourself into a high-performing and rewarding career, where your earnings are self determined and uncapped.
Liberty is looking for Financial Advisors, with a sound track record of sales success and experience in networking, identifying potential clients and closing business, to join our dynamic team.
Duties & Responsibilities
As a financial adviser, you will:
- Identify and set up appointments with prospective clients
- Meet clients to assess their financial needs
- Develop a customised financial plan to address each clients goal and implement that plan with suitable products
Desired Experience & Qualification
- Minimum qualification of a grade 12 (matric)
- Tertiary Qualification is an advantage
- Clear ITC/Criminal Record
- Valid Driver’s License
- OWN reliable vehicle
- Laptop (min. spec)
- Have an established/extensive client base with whom you have built a relationship.
- Business Awareness
- Self-managed although in a team environment
Package & Remuneration
Full training and development to achieve CFP qualification with Management support and assistance
Market leading products
Structured Remuneration Package
A defined career path
Competitive commission earnings