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Cape Town Region: Graduate Financial Adviser posted by Liberty Standard Bank Group 2

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Job Description

Join Liberty as a Financial Adviser! Were looking for ambitious go-getters with a proven sales track record and a strong network. Youll deliver personalised financial solutions, grow new business, build lasting client relationships, and provide service that exceeds expectations. Benefits: Unlimited earning potential Flexible work schedule Training, supervision, and mentorship Competitive commission based on achieving set sales targets Passive income creation Support This is undoubtedly one of the most exciting financial planning opportunities currently, so if you are looking to enhance your career, we encourage you to apply today. Liberty is not just our name. It’s what we do Qualifications: Matric (essential) Degree (preferable) Requirements: Laptop Clear credit record Clear criminal record Vehicle/access to a vehicle Skills: Excellent communication, interpersonal, and listening skills The capability to explain complex information simply and clearly The ability to network and establish relationships with clients Research and analytical skills Negotiation and influencing skills as well as determination and tenacity The ability to work in a team Time management skills A target-driven mindset Discretion and an understanding of the need for client confidentiality An ethical and professional approach to work Responsibilities: Contacting clients and setting up meetings, either within an office environment or in clients’ homes or business premises Conducting in-depth reviews of client’s financial circumstances, current provisions, and future aims Analysing information and preparing plans best suited to individual clients’ requirements Completing risk analysis Researching the marketplace and providing clients with information on new and existing products and services Designing financial strategies Assisting clients to make informed decisions Reviewing and responding to clients’ changing needs and financial circumstances Promoting and selling financial products to meet given or negotiated sales targets
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