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Pretoria: Sales Financial Advisor posted by Liberty Standard Bank Group

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Job Description

About the Role

Liberty Standard Bank Group is seeking a highly motivated and experienced Sales Financial Advisor to join our dynamic team. As a leading insurance brand, we are committed to delivering exceptional service to our clients and promoting financial well-being. If you have a passion for people, sales, and the insurance industry, we encourage you to apply for this exciting opportunity.

Key Responsibilities

  • Create a client portfolio and build a professional practice under the Liberty Brand.
  • Conduct a financial needs analysis to determine client needs and provide appropriate financial advice.
  • Create and advise on strategies for each client to help them reach their financial freedom.
  • Adhere to compliance requirements in the sales process.
  • Achieve set targets on production and quality of business.
  • Maintain excellent service delivery to each client.
  • Ongoing client relationship and monitoring their financial portfolio.

Requirements

  • Experience in Sales
  • Strong Networking and Influencing skills
  • Decision Making skills
  • Target Driven
  • People Orientated
  • RE5 or Financial Advising qualification would be an advantage
  • Professional Communicating skills
  • FAIS compliant
  • Time Management skills

Qualifications

National Senior Certificate Degree/Diploma will be an advantage

Criminal and Credit Clear Experience in Sales

Salary & Benefits

Above market related commission-based income and large company benefits

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Accounting / Finance Jobs in Tshwane

The accounting and finance sector in Tshwane is generally considered to be a stable and attractive field, with a strong demand for skilled professionals. Typically, this industry experiences moderate growth rates compared to other sectors, driven by the steady expansion of businesses across various industries. As such, job seekers can expect a relatively secure and competitive career path.

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When it comes to salary expectations in Tshwane, it’s difficult to provide an exact range, as these can vary widely depending on factors like experience, company size, industry sector, and specific role requirements. Generally, accounting and finance professionals with relevant qualifications and experience can expect to earn broad salary ranges of R500 000 to R1,5 million per annum or more, although actual salaries may differ significantly from this range. It’s essential to note that these figures are only a rough guide and should not be taken as an accurate representation of individual earning potential.

Common skills required for accounting and finance roles in Tshwane include proficiency in financial software such as Excel, Xero, or SAP; strong analytical and problem-solving skills; attention to detail and organisational ability; excellent communication and interpersonal skills; knowledge of financial regulations and standards; and experience with budgeting, forecasting, and financial analysis. Additionally, having a degree in accounting, finance, or a related field is often preferred.

The accounting and finance sector can be found across various industries, including the financial services sector, technology industry, manufacturing sector, and public sector institutions. In Tshwane specifically, many businesses and organisations require skilled accountants and financiers to support their operations, providing a range of job opportunities for those in this field.

Career development opportunities are available throughout the accounting and finance sector. Typically, professionals can expect to progress through roles such as accountant, financial analyst, or senior financial manager, before potentially moving into more senior leadership positions. Many accountants and financiers also choose to specialise in specific areas, such as tax, auditing, or investment analysis, which can lead to further career advancement opportunities.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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