Financial Adviser

Liberty Group Ltd; Pietermaritzburg, Pretoria; On-site; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Commission-based compensation

Training and mentorship

Professional accreditation

Monthly stipend available

Job summary

Liberty Group Ltd in Pietermaritzburg seeks a financial adviser to analyse client needs and provide tailored life and investment solutions. You will source referrals and meet sales targets while delivering professional service and continuous self-improvement.

The role requires 2–3 years in the field, matric and a related qualification, as well as a presentable, outgoing demeanor and a clean credit/criminal record. A laptop is required.

Qualifications

• Matric and NQF5 or related tertiary qualification.
• Minimum 2-3 years working experience preferably in a related field.
• Excellent interpersonal skills.
• Outgoing, presentable, and professional.
• Own laptop.
• Clear credit and criminal records.
• Ability to develop leads and referrals from current clients.
• Ability to participate in financial-related sales meetings.

Responsibilities

• Assist clients' needs by conducting an in-depth financial needs analysis.
• Execute customized solutions to meet with clients.
• Offer the best financial advice to your clients regarding life and investment products.
• Source prospective clients and referrals.
• Meet activity and sales targets.

Skills

Interpersonal skills

Lead generation

Sales meetings

Presentable and professional

Own laptop

Clear credit and criminal records

Education

Matric and NQF5 or related tertiary qualification

Job description

A fantastic opportunity exists

To grow a long-term career for individuals with a passion for the financial services industry and who aspire to be leaders in their chosen profession.

Duties & Responsibilities

As a financial adviser, you will:

1. Assist clients' needs by conducting an in-depth financial needs analysis.
2. Execute customized solutions to meet with clients.
3. Offer the best financial advice to your clients regarding life and investment products.
4. Source prospective clients and referrals.
5. Meet activity and sales targets.

Desired Experience & Qualification

In order to be considered for the role, the following requirements need to be met:

1. Matric and NQF5 or related tertiary qualification.
2. Minimum 2-3 years working experience preferably in a related field.
3. Excellent interpersonal skills.
4. Outgoing, presentable, and professional.
5. Own laptop.
6. Clear credit and criminal records.
7. Ability to develop leads and referrals from current clients.
8. Ability to participate in financial-related sales meetings.

Package & Remuneration

The role is commission-based and includes training, mentorship, benefits, and professional accreditation.

For new to the industry advisers, we do offer a monthly stipend, terms and conditions apply.

Interested?

Interested in this exciting career opportunity, where you solely determine your income, please e-mail your application.