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Umhlanga Rocks: Graduate Financial Adviser posted by Liberty Standard Bank Group 2

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Job Description

We are looking for talented people who want to control their own success. Our advisers have a genuine care for people and a responsibility for doing what is right. If you desire to be directly rewarded for your efforts, make a difference in peoples lives, and be in a career that offers growth, please contact us directly. This is more than a world-class career opportunity that gives you endless opportunities for learning, development, and progression. Youll work with clients from the start that have a genuine impact. We specialise in all aspects of personal financial planning, wealth protection, and creation. You will enjoy the autonomy of being responsible for managing your daily activities and diary as well as being part of a successful team of Financial Advisers. Duties will include but will not be limited to: Client meetings, both initial and review, recording all relevant information Analysing information to recommend suitable strategies and products Writing client reports with appropriate and compliant disclosures and illustrations Scheduling review meetings with clients in keeping with their agreed terms Ensuring that client files are up to date and complete Benefits: Flexible working hours Constant training and mentorship Access to specialised support Opportunity to join a well-established, secure, and reputable brand Opportunity to write your own cheque (earnings based on business written) Group life benefits High commission earning potential Liberty is not just our name. It’s what we do APPLY NOW Qualifications: Matric (essential) Degree (preferable) RE (highly advantageous) Requirements: Clear credit record Clear criminal record Laptop Vehicle/access to a vehicle Skills: Able to build and maintain strong customer relationships Professional approach Drive and determination to succeed Strong communication skills Working knowledge of computer systems A sales background and previous experience in financial services would be advantageous, but not essential.
View Job  Pietermaritzburg: Financial Adviser posted by Liberty Standard Bank Group 2



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Umhlanga Rocks: Graduate Financial Adviser posted by Liberty Standard Bank Group 2

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Job Description

MAKE 2024 YOUR YEAR OF SUCCESS At Liberty we’re More Than Insurance. 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. Duties will include: Generate client prospects through networking Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals What you can expect from us Consistent support. Whether it’s through teaming up with a Sales Leader or providing you with tools to track your goals, results, and business practices, Liberty is committed to your success. A complete line of insurance and financial services products. These include Life, Disability Income, Long-Term insurance, and annuities. Solid consumer brand awareness. A group of driven, hardworking individuals. Liberty’s commitment to workplace diversity and inclusion has created an organization of professionals dedicated to their clients and their communities. Being a part of our Liberty Advisers team, you can expect to make a difference in the lives of others and your own career. We believe in hiring and promoting hard-working, talented professionals. So, if you’re a go-getter with an entrepreneurial mindset and have a passion for helping others, we’d love to get to know you. Through understanding the power of knowledge, we strive to pioneer new ways to guide people towards financial freedom. Liberty is not just our name. It’s what we do APPLY NOW Skills Required: Being a leader. You are driven to be the best and foster the same motivation in your teammates. Networking. You are constantly looking to expand your network and get energy from connecting with others. Above all else, this is a people business. Entrepreneurial skills. You possess business savvy and have the solid determination to run your own business. Being a self-starter. Your tenacity and determined mindset along with thick skin help you keep your eye on the prize. Advocating for clients. To you, your clients are everything. You are passionate about serving them as a dedicated relationship manager. Requirements: Matric Tertiary Qualification (preferable) Clear criminal and credit record Laptop Vehicle/access to a vehicle
View Job  Bloemfontein: Financial Adviser posted by Liberty Standard Bank Group 2



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Posted in Jobs in eThekwini, Jobs in KZN North Coast, Jobs in Umhlanga Rocks

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Umhlanga Rocks: Graduate Financial Adviser posted by Liberty Standard Bank Group 2

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Job Description

Do you feel like your career has stagnated and that you need a new challenge? Its time to stop searching and read on, as this might be the opportunity you are looking for. 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 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 include: 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
View Job  eThekwini: Financial Advisors – Opportunities in Durban posted by EQ-FIN



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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.

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Posted in Jobs in eThekwini, Jobs in KZN North Coast, Jobs in Umhlanga Rocks

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