Liberty - helping shape your future as well as your clients' futures!
From the first retirement annuity ever sold in 1957 by Sir Donald Gordon, to protecting and growing the lives of more than 3.2 million people across Africa today.
It is important for us to be there for our clients through every moment of their lives, that is why we offer a comprehensive range of solutions that not only focus on the financial-, but the physical and emotional well-being of our clients as well. This approach has helped us grow from being a South African life insurer to a Pan-African financial services company.
Liberty is a subsidiary of The Standard Bank Group and the incorporation into Standard Bank provides synergies and advantages not only in South Africa but across the African continent, positioning Liberty as an integral part of a universal financial services organisation focused on delivering exceptional customer experiences and superior value.
We are constantly learning from the life experiences of our clients, in the moments they need us most, to develop and improve our solutions so that we can be in it with you, through the ups, downs, good and the bad. Liberty. In it with you
Responsibilities:
This role enables a driven and ambitious individual to become a trained Financial Planner
Excellent uncapped earning opportunity. Great Leadership and mentorship offered.
Understand clients' financial needs
Determine clients' expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
Answer clients' questions and address concerns
Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
Regularly review clients' bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
Manage and regularly update clients' portfolios.
Building and maintaining your client base. This is a FAIS role
Minimum Requirements:
Matric
2 years Sales experience
RE 5, FAIS qualification an added advantage but not essential
Own car
Drivers License
Laptop
Network of clients