What is a financial adviser? The role of a financial adviser is one that demands utmost professionalism and a customer centric approach. An accredited financial adviser commands the respect and trust of those who are entrusting their and their families' financial futures to them. The role calls for a formal inhouse prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As an accredited financial adviser with Liberty, you will represent the ideals
Africa's leading insurance giants as a Senior Financial Planner. Business Development Monitor and assess
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
Requirements:
Product Specialist: Financial Advisory Services - Remote The purpose of the Product Specialist is to events. Training and upskilling new and existing Financial Advisors and their staff. SUPPORT FUNCTIONS Support broker recruitment in the financial services industry. RE1 and RE5 Skills: Financial Industry Expertise: Comprehensive Comprehensive understanding of financial products, markets, and regulations. Sales and Marketing Skills: abilities. Technical Proficiency: Familiarity with financial systems and tools. Training and Development: Capacity
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
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