Insurance and Wealth Advisor

Liberty; Gauteng; On-site; ZAR 250,000 - 450,000; Full time

Job summary

A leading financial services provider is expanding its team of financial advisors. The role offers excellent uncapped earning potential with a 90% commission structure on initial sales. The candidate is expected to provide tailored financial advice, conduct market research, and build long-term client relationships, all while adhering to industry regulations.

Benefits

Comprehensive training

Attractive benefits and incentives

Uncapped earning potential

Qualifications

• Strong analytical skills and excellent communication abilities.
• Understanding of financial products and services.
• 2 years sales experience required.

Responsibilities

• Assess clients’ financial situations and develop financial plans.
• Guide clients towards profitable financial decisions.
• Build and maintain client relationships and networks.

Skills

Analytical skills

Communication

Education

Matric certificate

Tertiary education

Job description

Liberty is expanding its financial advising team.

Join us in developing your own professional practice under the reputable brands of Liberty and Standard Bank.

Enjoy excellent uncapped earning potential, comprehensive training, and attractive benefits and incentives.

Earn 90% commission on products from the first product sold.

This is a sales role.

Your responsibilities will include providing comprehensive financial guidance and tailored recommendations to help clients optimize their financial potential. You will conduct market research, understand clients’ needs, and develop effective financial strategies.

You will also be involved in closing sales and fostering long-term client relationships. The ideal candidate will have strong analytical skills, excellent communication abilities, and a thorough understanding of financial products and services.

Join us to help clients make informed financial decisions for a secure future.

Responsibilities:

• Assess clients’ overall financial situation, understand their needs, and develop solid financial plans.
• Guide clients toward profitable and secure financial decisions.
• Build and maintain a client base, fostering win-win relationships.
• Network, generate leads, and expand your clientele.
• Stay updated on industry trends and market research to support financial consulting.
• Oversee and update financial plans as needed.
• Comply with all industry rules and regulations.

Requirements:

• Matric certificate.
• Tertiary education is an advantage.
• For experienced candidates, all compliance qualifications are essential.
• At least 2 years of sales experience.
• Own a laptop.
• Hold a valid driver’s license.
• Own a vehicle.
• Have an existing network of clients.