Financial Advisor - LimpopoLiberty Group South Africa • Polokwane, Limpopo, South Africa
Financial Advisor - Limpopo
Liberty Group South Africa • Polokwane, Limpopo, South Africa
30+ days ago
Job descriptionTo manage the long-term relationship between and the client, not only to meet the clients’ evolving needs but also to position Liberty as the market leader and enhance the reputation of the organization. Identify opportunities to contribute to the growth of the organization. Adhere to policies, procedures and legislative requirements in order to ensure compliance. Continuously review client portfolios to re-assess their needs and make recommendations and add value to clients. Constantly update own knowledge and expertise in line with products and market and industry trends. Perform reporting to keep the business updated of progress. Internal : Exposure to fraud interventions internally to stay compliant with policies and legislation. External : Clients, including (but not limited to) government departments, work sites, individuals and lower- to midmarket segments. Laptop or Tablet (essential) Grade 12 (essential) FAIS recognized qualification within 6 years of DOFA Awareness of the industry and financial standings. Good understanding of the current market and trends. Adherence to internal and legislative policies and procedures. Ongoing customer service to endorse current relationships. Presentation abilities in participating in formal and informal engagements. Sound knowledge of the industry to display a broad awareness of trends and risks. Excellent understanding of the financial industry in order to provide fit solutions based on a client’s financial needs. Telephone and face to face sales experience (Desirable)
Job title : Financial Advisor - Limpopo
Job Location : Limpopo, Polokwane
Deadline : September 30, 2025
Overview
- A confident, driven and opportunistic individual is required to offer financial solutions and benefits to clients and in ultimately growing the business. This position entails effectively analyzing a client’s needs to provide advice on suitable solutions from a predefined package of benefits.
Job Objectives
Stakeholders
Role Requirements
Qualifications
Technical Skills
Knowledge
Experience
Deadline : 30th September, 2025
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Financial Advisor • Polokwane, Limpopo, South Africa
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