Description:
Financial Advisor
We are looking for sales individuals with an entrepreneurial mindset to join our growing team. This is an exciting opportunity for a highly motivated individual who wants to make a difference . The successful candidate will have a strong background in sales and excellent interpersonal and communication skills. They will be responsible for providing clients with tailored financial advice and providing a range of investment and risk management services.
Duties & Responsibilities
• Developing and implementing financial plans to meet clients' objectives
• Analysing investment opportunities and providing advice on the most suitable products
• Keeping up to date with relevant legislation and regulations
• Developing relationships with clients and providing ongoing advice and support
• Maintaining detailed records of client meetings and transactions
• Building and maintaining a portfolio of clients
• Identifying additional products and services to meet clients' needs
If you are ready to take charge of your career and build yourself a professional practice under the mighty Liberty brand; then we want to talk to you! email your cv to janine.wilkinson@liberty.co.za
Requirements:
- Sales: 1 to 2 years
Desired Experience & Qualification
The ideal candidate will have:
• A minimum matric qualification (degree preferable)
• Sales experience with an entrepreneurial spirit
• A clear credit and criminal record
• Driver's license and own vehicle
• Strong problem-solving and analytical skills
• The ability to work independently and as part of a team