Finding the right Financial Planner is like finding the perfect life partner. Our Liberty Financial Planners are professionally trained to guide our clients through every step of their life-long financial journey. They will adapt to changing needs and ...
Responsibilities
- Complete required program training and assignments, obtain mandatory industry licenses within prescribed timeframes, master assessments and meet minimum performance and production standards.
- Meet production targets that impact overall company revenue goals.
- Demonstrate proficiency in the use of Liberty tools and systems.
- Develop a book of business consistent with Liberty’s standards.
- Provide a high level of client service.
- Manage the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, and insurance needs.
- Develop client pipelines by prospecting, networking and engaging in initiatives.
- Recommend financial solutions based on client needs.
Requirements
- Completed post matric related qualification in marketing, business, law, economics, investments, risk management etc.
- Own laptop (Windows 7 professional).
- Clear credit rating.
- No criminal record.
- Own vehicle and drivers license.
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