Strategic Financial Advisor — Grow & Advise Clients

Liberty ECM; Wes-Kaap; Sur place; ZAR 180 000 - 240 000; Plein temps

Résumé du poste

Liberty ECM is seeking a confident and driven professional to offer financial solutions and benefits to clients, growing the business. The role analyzes client needs to provide suitable solutions from a predefined package of benefits.

The role emphasizes maintaining client relationships, identifying growth opportunities, compliance with policies and regulations, and ongoing portfolio reviews to add value for clients.

Qualifications

• Grade 12 (essential).
• FAIS recognized qualification within 6 years of DOFA.
• Telephone and face to face sales experience (Desirable).

Responsabilités

• Manage the long-term relationship between Liberty@Work and the client, to meet evolving needs and position Liberty as market leader.
• Identify opportunities to contribute to the growth of the organization.
• Adhere to policies, procedures and legislative requirements to ensure compliance.
• Continuously review client portfolios to reassess needs and add value.
• Update knowledge and expertise in line with products, market and industry trends.
• Perform reporting to keep the business updated on progress.

Connaissances

Verbal communication

Written communication

Integrity

Interpersonal skills

Persuasiveness

Client centricity

Planning and organizing

Business acumen

Formation

Grade 12

FAIS qualification

Description du poste

Liberty ECM is seeking a confident and driven professional to offer financial solutions and benefits to clients, growing the business. The role analyzes client needs to provide suitable solutions from a predefined package of benefits.

The role emphasizes maintaining client relationships, identifying growth opportunities, compliance with policies and regulations, and ongoing portfolio reviews to add value for clients.