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Financial advisor at Liberty Standard Bank Group 2 | Apply Now

Are you looking for Finance jobs in South Africa, If yes, you might be interested in Financial advisor at Liberty Standard Bank Group 2

West Rand, South Africa

Deadline: 

19 Oct 2024

About the Organisation

At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day.
Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products.
Our thirst for knowledge is embodied by a group of outstanding people who give our clients the tools and advice needed to achieve success.
Why we are in business:
To pioneer new ways and guide people towards financial freedom.
Our purpose:
To make a difference in people’s lives.
Our impact:
What we do changes people’s realities.
Our vision:
To be the trusted leader in insurance and investment in Africa and our chosen markets.

Job Title

Financial advisor job at Liberty Standard Bank Group 2

Job Description

Salary: (Negotiable)
Job Type: Permanent
Sectors: Insurance Sales Finance
Benefits: Medical Aid Pension Bonus Training Maternity Leave Our exciting benefits will be presented in our interview
Reference: copy-copy-copy-FA 1

Duties and Responsibilities

  • The Financial Advisor will be responsible for taking care of their clients financial portfolio. They will also be responsible for making clients aware of the various Liberty products.

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SERVICES

COMMERCIAL

SERVICES

INDUSTRIAL

SERVICES

RESIDENTIAL

SERVICES

COMMERCIAL

SERVICES

INDUSTRIAL

SERVICES

RESIDENTIAL

SERVICES

COMMERCIAL

SERVICES

COMMERCIAL

SERVICES

COMMERCIAL

SERVICES

COMMERCIAL

SERVICES

INDUSTRIAL

SERVICES

RESIDENTIAL

Qualifications and Competencies

  • Sales: 2 to 3 years

Candidate Requirements

  • To be successful as a Wealth Planner for our client, you will require the following:

  • Valid driver’s license and own reliable vehicle (compulsory)

  • Has a unique network in which they can attract and source private client business

  • Experience and track record in high performance sales environments

  • Recognised tertiary qualification(s), alternatively, will complete a recognised qualification within 1 year of appointment.

  • PGDip Financial Planning/CFP® will be considered advantageous, but not a requirement for the role

  • Strong sales, interpersonal and business development skills and acumen

  • Ability to grow an investment client book within the first 12 months and consistently thereafter

  • Needs to be a team player with the ability to function independently as well as be able to grow to manage a small team

How to Apply

APPLICATIONS FOR THIS POSITION MUST BE ONLINE
Click the Apply Button Below to submit your Application

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