Financial Adviser Umhlanga, Westville, Mount Edgecombe, Kloof, PMB

Liberty Group Ltd • Other • Umhlanga Rocks, Kloof, KwaZulu-Natal, KwaZulu-Natal, South Africa • $200 - $300 / year • 4d ago

Introduction

Do you feel like your career has stagnated and that you need a new challenge? It’s time to stop searching and read on, as this might be the opportunity you are looking for.

Duties & Responsibilities

Responsibilities:

Contacting clients and setting up meetings, either within an office environment or in clients' homes or business.
Conducting in-depth reviews of clients' financial circumstances, current provision, and future aims.
Analysing information and preparing plans best suited to individual clients' requirements.
Researching the marketplace and providing clients with information on new and existing products and services.
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.

Desired Experience & Qualification

Qualifications include:

Matric (essential).
Degree (preferable).

Requirements:

Laptop.
Clear credit record.
Clear criminal record.
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.
Discretion and an understanding of the need for client confidentiality.
An ethical and professional approach to work.

Package & Remuneration

Unlimited earning potential, training, supervision, and mentorship. Competitive commission based on achieving set sales targets. Passive income creation.

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.

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