Financial Adviser - Umhlanga Verfied

Salary Negotiable Umhlanga, Kwazulu-Natal Umhlanga, Kwazulu-Natal more than 14 days ago 03-01-2020 8:43:15 AM
28-02-2020 8:43:15 AM
The here and now is essentially all we've got in the present moment.

Develop a foundation on which to build a long lasting and successful career within the financial services industry.

The "something" you have been looking for has always been inside you. Use this opportunity to make your desires a reality - if you are ready.

Requirements:
Own laptop
Clear credit record
Clear criminal record
Valid driver's license
Own vehicle essential
Industry experience (advantageous)

Responsibilities:
Build a professional practice under the Liberty brand
Provide financial planning support to clients
Cultivate strong client relationships
Prepare financial plans and check their accuracy
Respond to prospective customer queries about financial planning
Improve people's lives by making their financial freedom possible
Offer subject matter expertise to fellow Financial Advisors
Maintain awareness of the latest legislative changes that may affect financial planning

Skills:
Honesty and integrity
Excellent communication skills
Strong network/social contact
Strong presentation skills
Analytical thought process
Independence
Reliability
Previous sales track record

Qualifications:
Matric (essential)
Degree (preferable)
Regulatory Exam (RE exam) (highly advantageous)

Benefits:
50% subsidised medical aid
Training and development (product, systems and sales). You will receive training from professional Trainers as
well as your Manager and will therefore get training from someone who has experienced the industry first hand
Competitive commission based on achieving set sales targets
Passive income creation
Flexible working hours
Opportunity to join a well-established, reputable brand

Locations include: Umhlanga, Mount Edgecombe, Westville, Kloof and PMB