Financial Sales Adviser

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

Job summary

A leading financial services company is seeking a Financial Adviser to drive income and build a profitable practice. Ideal candidates are entrepreneurial, self-motivated, and possess strong networking skills. The role involves client prospecting, conducting financial analyses, and providing tailored financial advice. Training and mentorship are provided to ensure success in achieving sales targets and maintaining professional standards.

Benefits

Defined career path

Best training in the industry

Mentorship

Ongoing support

Qualifications

• 3-5 years of working experience; sales experience is a plus!
• Own reliable vehicle for client visits.

Responsibilities

• Prospect for clients and obtain leads to secure appointments.
• Meet with at least 20 clients per week.
• Achieve sales targets set by Liberty.

Skills

People-oriented

Target-driven

Effective time management

Financial acumen

Education

Matric

National Diploma

Degree

Job description

Financial Adviser

A unique opportunity exists for performance-driven individuals.

If you are entrepreneurial, self-motivated, and people-oriented, with a strong network, this role will be ideal for you.

Drive your own income and get rewarded for your contribution!

We offer a defined career path, the best training in the industry, mentorship, and ongoing support to build your own business practice as a Financial Adviser. You will sell Liberty products in a professional manner, enabling Liberty's Agency and Entrepreneurs Distribution channel to achieve its strategic vision and meet targets profitably.

Job objectives :

1. Prospect for clients and obtain leads to secure appointments - daily activity.
2. Meet with at least 20 clients per week.
3. Conduct professional Financial Needs Analyses, make needs-based recommendations, and secure sales.
4. Achieve sales targets set by Liberty.
5. Build relationships with clients to gain confidence, credibility, and trust.
6. Elicit information to maximize the effectiveness of a client's portfolio.
7. Provide objectives and professional financial advice on clients' needs regarding investments, insurance, and health.
8. Maintain propriety in the target market.
9. Meet all legislative requirements and stay accredited and updated with relevant market and industry topics.

Requirements :

• Matric, National Diploma, or Degree
• 3-5 years of working experience; sales experience is a plus!
• Own reliable vehicle for client visits
• Clear credit and criminal record
• People-oriented and target-driven
• Well-connected socially, with an established network of potential clients, and the ability to source new prospects
• Strong financial and business acumen
• Impeccable work ethics
• Effective time management skills
• Stay equipped and knowledgeable about the latest technology

To build a long-term, professional, profitable practice.