Experienced Financial Sales Advisor

Liberty Standard Bank Group; Gauteng; On-site; ZAR 300 000 - 600 000; Full time

Job summary

A leading financial services company is seeking an experienced Financial Advisor to join their Randburg office. The role involves providing comprehensive financial advice, engaging in business development, and maintaining client relationships. Ideal candidates will have passed the Regulatory Exam and possess a minimum of 3 years of industry experience.

Qualifications

• Passed Regulatory Exam for Representatives.
• Minimum of 3 years industry experience.
• Reliable vehicle.

Responsibilities

• Provide comprehensive financial advice on all instruments.
• Engage in business development and maintain client relationships.

Skills

Numerical and analytical skills

Interpersonal and communication skills

Attention to detail

Problem-solving abilities

Industry-specific knowledge

Lateral thinking

Leadership skills

Positive attitude

Integrity

Good people skills

Ability to work independently

Ability to work in a team

Job description

Experienced Financial Advisor at Liberty Life, a market leader in the financial services sector, is seeking a qualified and experienced Financial Advisor to join our dynamic sales team.

Location

Randburg-based office

Candidate Profile

Preferably a registered and experienced Financial Advisor/Planner familiar with our company's methodology, capable of advising and interacting with clients at all levels.

Opportunity

Join a well-established, rapidly growing office and team. Build a sustainable network and client base.

Responsibilities

1. Provide comprehensive financial advice on all instruments including retirement, life, risk cover, unit trusts, insurance, wills, estate planning, and investments.
2. Engage in business development and maintain client relationships.

Skills & Competencies

• Numerical and analytical skills
• Interpersonal and communication skills (verbal & written)
• Attention to detail and problem-solving abilities
• Industry-specific knowledge
• Lateral thinking and leadership skills
• Positive attitude, integrity, and good people skills
• Ability to work independently and in a team

Requirements

• Passed Regulatory Exam for Representatives
• Minimum of 3 years industry experience
• Reliable vehicle