Sales - Financial Planning

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 For over 60 years Liberty has looked after clients and they are continiously building their professional workforce of trained Financial Advisors throughout the group.
They offer excellent training, continious development and mentorship to build our next generation of Financial Advisors.
They are looking for driven, hungry individuals to join their ever expanding sales force.
Unlimited earning potential, benefits and incentives (uncapped commission on every sale) Role and Responsibilities: 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 Matric 2 years Sales experience RE 5, FAIS qualification an added advantage but not essential Own car Drivers License Laptop Network of clients