Long Term Insurance Sales - Financial Advising

Liberty Standard Bank Group; Gauteng; On-site; ZAR 200,000 - 300,000; Full time

Job summary

Liberty Standard Bank Group invites ambitious individuals to become trained Financial Planners. This role offers mentorship and excellent earning potential through building a client base and providing tailored financial advice. Candidates with a Matric qualification and a desire to excel in financial planning are encouraged to apply.

Qualifications

• FAIS role requires understanding of financial products.
• 2 years of experience in sales preferred.
• Need for own car and driver's license.

Responsibilities

• Understand clients' financial needs and objectives.
• Advise on insurance, investment planning, and cash management.
• Build and maintain a client base.

Skills

Client Relationship Management

Financial Analysis

Risk Assessment

Sales Skills

Education

Matric qualification

Tools

Laptop

Job description

Do you have a passion for Financial Planning, looking to get into this profession and build your own practice?

For over six decades, we've helped clients dream, plan, and achieve their financial goals.

All of it.

This role offers an opportunity for a driven and ambitious individual to become a trained Financial Planner with excellent uncapped earning potential.

Great leadership and mentorship are provided.

Responsibilities include:

1. Understanding clients' financial needs, including expenses, income, insurance coverage, financial objectives, tax status, and risk tolerance.
2. Answering client questions and addressing concerns.
3. Providing advice on insurance, investment planning, cash management, and other areas to help clients reach their financial goals.
4. Regularly reviewing clients' accounts and financial data to adapt to life or economic changes.
5. Preparing or interpreting financial documents, investment reports, and income projections.
6. Managing and updating client portfolios.
7. Building and maintaining a client base.

Requirements include:

• This is a FAIS role.
• Matric qualification.
• 2 years of industry-specific sales experience (not mandatory but preferred).
• RE 5, FAIS qualification is an advantage but not essential if industry experience is present.
• Own car, driver's license, laptop, and a network of clients.

This job posting is active and accepting applications.