MAIN PURPOSE OF THE JOB

To market Liberty products as a FAIS representative of Liberty in a professional manner enabling Agency Distribution in achieving its strategic vision.

JOB OBJECTIVES

To prospect for clients / to obtain leads to secure appointments – daily activity
? To conduct a professional Financial Needs Analysis to make a needs based recommendation that could lead to a sale
? To achieve the activity target as set out by Liberty
? To build relationships with clients so that consultant wins confidence, credibility and trust
? Elicit information to maximize the effectiveness of a client’s portfolio. To secure 2nd appointment
? To provide objective professional advice on client’s needs
? To portray the appropriate propriety in their target market
? To meet all legislative requirements
? To remain accredited and up to date with relevant market and industry related subjects
? To remain adequately equipped and knowledgeable regarding the latest technology
? To build a long-term professional, profitable practice.

We offer ...
-Commission based structure - unlimited earning potential
- Excellent support structure and Mentorship from experienced Sales Managers
- Skills Development (EQ.FIN Academy and Liberty Training)
- Opportunity to join a team of reputable financial advisors
- Rewards and recognition for outstanding performance
We need you to .....
- Have a Matric / NQF 4
- Have a valid licence and vehicle
- Be committed and driven to achieve sales targets
- Establish and maintain a client base, give professional advice to clients and build a profitable practise