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Umhlanga: Financial Adviser – Entrepreneurial Mindset posted by Liberty Life – Durban

Financial Adviser – Entrepreneurial Mindset

Posted on 2025-01-31

Job Summary

At Liberty we are not afraid to step outside the box and release the potential for ultimate success. We allow you to carve your own professional path in many areas. In the field, our Advisers provide sound professional advice helping their customers pursue their financial goals by developing a personalized plan based on the customer`s unique financial situation. Through training we coach our Advisers to provide value to the customer through their unique strengths. This collaboration creates a level of synergy not found anywhere else. Skills Required: Being a leader. Networking. Entrepreneurial skills. Advocating for clients.

Requirements:

Matric Tertiary Qualification (preferable)Clear criminal and credit recordLaptopVehicle/access to a vehicleDuties will include:Generate client prospects through networkingDevelop and execute a marketing plan to attract and engage target audiences that will attract Cultivate strong client relationships Prepare financial plans and check their accuracy Respond to prospective customer queries about financial planning Improve people`s lives by making their financial freedom possibleMaintain awareness of the latest legislative changes that may affect financial planning Communicate with clients to learn about their needs and help them achieve their goalsJoin now.
Financial Adviser – Entrepreneurial Mindset position available in Kwazulu-Natal, Umhlanga. This job position was posted by Liberty Life – Durban. The job has been posted as a free ad on 2025-01-31 at 10:11:49 in the Sales Marketing category

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