Financial Adviser

Job Listing No: 9740000

Financial Adviser

Liberty Life – Gauteng – To market Liberty products as a FAIS representative of Liberty in a professional manner enabling Agency Distribution in achieving its strategic vision. To persue the passion we have at Liberty to make a difference in people’s lives by helping them to achieve their financial freedom. Provide professional advice and solutions for clients. To manage and grow your own book of clients by building long-term relationships. prospect for clients / to obtain leads to secure appointments – daily activity conduct a professional Financial Needs Analysis to make a needs based recommendation that could lead to a sale ? achieve the activity target as set out by Liberty ? build relationships with clients so that consultant wins confidence, credibility and trust. Elicit information to maximize the effectiveness of a client’s portfolio. secure 2nd appointment ? provide objective professional advice on client’s needs ? portray the appropriate propriety in their target market ? meet all legislative require… – Permanent – Full-time

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