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Pretoria: Financial Sales Adviser posted by Liberty Standard Bank Group

Job Description

About the Role

A unique opportunity exists for performance-driven individuals to join Liberty Standard Bank Group as a Financial Sales Adviser. If you are entrepreneurial, self-motivated, and people-oriented, with a strong network, this role will be ideal for you.

Key Responsibilities

  • Prospect for clients and obtain leads to secure appointments (daily activity)
  • Conduct a professional Financial Needs Analysis and make needs-based recommendations to secure a sale
  • Meet sales targets as set out by Liberty
  • Build relationships with clients to win confidence, credibility, and trust
  • Elicit information to maximize the effectiveness of a client’s portfolio
  • Provide objectives and professional financial advice on clients’ needs pertaining to investments, insurance, and health
  • Portray the appropriate propriety in their target market
  • Meet all legislative requirements

Requirements

  • Matric
  • National Diploma or Degree
  • 3 – 5 years working experience
  • Sales experience (a plus)
  • Own reliable vehicle
  • Clear Credit and Criminal record
  • People-oriented and target-driven
  • Socially well-connected with an established network of potential clients
  • Ability to source new prospects
  • Strong financial and business acumen
  • Impeccable work ethics
  • Effective time management skills

Qualifications

No formal qualifications mentioned.

Salary & Benefits

Not specified in the original job description.

How to Apply

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

About Sales Jobs in Tshwane

In Tshwane, South Africa, the sales profession is an in-demand field across various industries. Typically, sales professionals in this region work in fast-paced environments, where they must possess strong communication and interpersonal skills to effectively engage with clients and close deals. Generally, a career in sales can be rewarding, offering opportunities for growth, development, and financial rewards.

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The typical salary range for sales positions in Tshwane is broad and varies depending on factors such as experience, company size, industry sector, and performance. Broadly speaking, entry-level sales roles typically offer salary ranges between R200 000 to R400 000 per annum, while experienced sales professionals can earn salaries ranging from R500 000 to R1 million or more per year, depending on individual performance and the specific industry sector.

Common skills required for a successful career in sales include excellent communication and interpersonal skills, the ability to build rapport with clients, and strong negotiation and problem-solving abilities. Additionally, knowledge of market trends, product information, and industry dynamics is often essential. Other valuable skills include strategic thinking, adaptability, and the ability to work independently and as part of a team.

Sales roles are commonly found in various industries, including financial services sector, technology industry, manufacturing sector, and retail. In these sectors, sales professionals play a critical role in driving business growth, identifying new opportunities, and developing customer relationships.

For those interested in pursuing a career in sales, there are typically several career progression paths available. Typically, entry-level sales roles provide an opportunity to develop skills and gain experience before moving into more senior roles, such as team leader or account manager. With experience and additional training, sales professionals can progress to specialist roles, such as business development manager or sales director.


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



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Pretoria: Financial Sales Adviser posted by Liberty Standard Bank Group

Job Description

About the Role

Join us at Liberty Standard Bank Group as a Financial Sales Adviser and be part of our team that is dedicated to providing exceptional financial solutions to our clients. As an entrepreneur-driven individual, you will have the opportunity to build a practice under our banner and grow your own portfolio of clients.

Key Responsibilities

  • Prospecting and advising clients on their Risk, Retirement Annuities, Investments, and Estates planning needs
  • Servicing clients and ensuring their families are taken care of in the event of unforeseen circumstances
  • Establishing and building a practice as a Financial Adviser
  • Growing a portfolio of individual and corporate clients through strong sales and business development skills

Requirements

  • Valid driver’s license
  • Reliable vehicle
  • Grade 12 (compulsory)
  • PGDip Financial Planning/CFP will be considered advantageous, but not a requirement
  • Ability to function independently as part of a team
  • Experience in high performance sales environments
  • Strong sales, interpersonal, and business development skills and acumen

Qualifications

None mentioned.

Salary & Benefits

Not specified.

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.

View Job  Johannesburg: Sales Rep (FMCG)


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



GO APPLY NOW

Safe & secure application process


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How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

Latest Job Opportunities

[sa_latest_jobs count=”6″ columns=”2″]

Browse Employers

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Posted in Jobs in Northern Suburbs, Jobs in Pretoria, Jobs in Tshwane

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