Financial Adviser - Cape Town

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 ...ResponsibilitiesComplete 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.RequirementsCompleted 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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