Business Development
Customer Relationship Development / Prospecting
Customer Needs Clarification
Sell Customer Propositions
Sales Opportunities Creation
Customer Relationship Management / Account Management
Customer Relationship Management (CRM) Data
Operational C
combines your knack for sales with a passion for financial advisory? Look no further Our dynamic team is evolve into a distinguished Financial Advisor. Who We Are: We're a leading financial services firm committed committed to empowering individuals to secure their financial futures. With a track record of excellence and contribute to our nation's financial well-being. Full Training: No prior financial expertise? No problem We
the Wealth Management Industry , then a Liberty Financial Sales Adviser Graduate Career Opportunity is probably and protect the financial security and wealth of others by conducting detailed financial needs analysis professional advice to assist people to achieve their financial dreams and maintaining client portfolios by creating
and professional Financial Advisers to continue to build your business as a Financial Adviser. Qualified in Wealth Management or Financial Planning 2 years' experience as a Financial Adviser South African resident
degree
Product Specialist: Financial Advisory Services - Remote The purpose of the Product Specialist is to new brokers, providing training on our products, systems, and processes. Ensure brokers have access to necessary brokers, addressing inquiries, providing product information, and resolving issues in a timely manner. Conduct events. Training and upskilling new and existing Financial Advisors and their staff. SUPPORT FUNCTIONS Support and support to the distribution network on all systems, processes, services, products, and key business
INDIVIDUALS Its more than a career. It's a way of life. Financial Advisers are there to help their clients plan plan for the future they want by developing financial strategies that create wealth and reduce debt. Liberty solutions to clients based on their financial situation Financial needs analysis Relationship building working hours Training and development (product, systems, and sales). You will receive training from professional
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75 - 100% share of commission when meeting Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75 - 100% share of commission when meeting Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
clients' financial circumstances, current provision, and future aims Analysing information and preparing clients with information on new and existing products and services Designing financial strategies Assisting to make informed decisions Reviewing and responding to clients changing needs and financial circumstances circumstances Promoting and selling financial products to meet given or negotiated sales targets Qualifications listening skills The capability to explain complex information simply and clearly The ability to network and