Finance & Investment Advisor (Representative)

Liberty Group Ltd; KwaZulu-Natal; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Liberty Group Ltd is seeking a dynamic sales professional to start a career in the Financial Services sector in KwaZulu-Natal. The role emphasizes networking, meeting clients in person, and delivering tailored financial advice to help clients achieve their goals.

A strong emphasis on building lasting relationships and maintaining industry knowledge is required. The ideal candidate will have a Matric (essential), at least three years in a client-facing role, and a proven track record in

Qualifications

• Matric is essential.
• Minimum three years full-time working experience in a client facing environment.
• Previous experience in a target driven sales environment is a strong advantage.
• Own vehicle and valid driver’s license is a non-negotiable requirement.
• Ability to network, prospect, negotiate and build relationships.
• Ability to work independently.
• Clear credit and criminal record.
• Proactive career driven with strong commercial acumen.

Responsibilities

• Networking/sourcing and prospecting to establish and maintain long-term client relationships.
• Meet with clients in person.
• Conduct detailed financial needs analysis and provide professional advice.
• Create, grow and protect the financial security and wealth of others.
• Assist clients in achieving their financial goals and maintain and expand client portfolios.
• Create and cultivate long-term client relationships and manage your professional practice.
• Remain accredited and up to date with relevant market and industry related subjects.

Skills

Networking

Client facing

Negotiation

Independent work

Listening to clients

Education

Matric

Tertiary qualification enhances

Job description

Opportunity Overview

Opportunity to start your professional sales career in the Financial Services Sector. We are looking for a dynamic, driven candidate to join us in improving people's lives by making their financial freedom possible.

With extensive training, support, and development opportunities, this is an amazing opportunity with unlimited boundaries to your earning potential and career growth.

We are looking for entrepreneurial individuals as well as experienced sales professionals to join our thriving team.

Duties & Responsibilities

Key Activities:

• Networking/sourcing and prospecting to establish and maintain long-term client relationships
• Meet with clients in person
• Conduct detailed financial needs analysis and provide professional advice
• Create, grow and protect the financial security and wealth of others
• Assist clients in achieving their financial goals and maintain and expand client portfolios
• Create and cultivate long-term client relationships and manage your professional practice
• Remain accredited and up to date with relevant market and industry related subjects

Desired Experience & Qualification

We’re looking for a sales professional with experience bringing in new leads and closing deals. You’ll be an expert relationship-builder and great at listening to clients.

• Tertiary qualification is highly preferential (Matric is essential)
• A minimum of three years full-time working experience in a client facing environment.
• Previous experience in a target driven sales environment is a very strong advantage.
• Own vehicle and valid driver's license is a non-negotiable requirement.
• Ability to network, prospect, negotiate and build relationships
• Ability to work independently
• Clear credit and criminal record
• Proactive career driven person with strong commercial acumen.