Liberty is Recruiting Financial/Wealth Advisor. Love Sales… Love the Financial Service Industry, this career is for you! Liberty is an industry leader within the financial service industry. We are looking to recruit sales executives to be trained.
Duties and Responsibilities:
- Prospecting and closing of new business
- Networking to obtain new clients
- Advising clients on what is needed to meet their financial goals
- Maintaining existing business and servicing existing clients
- Developing and presenting financial planning recommendations
- Maintain and adhere to providing a holistic approach to financial advice
- Establishing and defining a professional relationship with clients
- Doing Financial Needs Analysis daily to give quality advice
- Analysing and evaluating financial information
- Staying connected with clients and providing services as clients enter different stages of their lives
- Setting up meetings to see clients
Desired Experience & Qualification:
The successful candidate will have at least two (2) or more years’ experience as a representative rendering Financial Advice and Intermediary services.
Formal Education and Qualifications:
- Matric
- Must be computer literate
- Must have excellent negotiation and presentation skills and possess the ability to realize deals
- Must have high initiative and entrepreneurial skills and must be able to work independently
- Own transport
Inherent Requirements and Skills:
- Excellent analytical skills
- Excellent communication skills
- A sound understanding of various financial policies, products, and portfolios
- Passionate about customer care
- Ability to work independently
- Attention to detail
- Innovative, outgoing, and a dynamic persona
Package & Remuneration:
To be discussed during the interview process and to be based on commission structure.
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