Longterm Insurance Sales - Financial Advisor

Overview

Liberty is looking to expand their sales force.

Are U a driven, ambitious individuals who is well connected looking to build a professional practice? Liberty offers extensive training, mentorship and development. This is an uncapped commission based role. No experience needed.

Your role will involve providing comprehensive financial guidance and offering tailored recommendations to help clients maximize their financial potential. You will be responsible for conducting thorough market research, understanding clients’ individual needs, and designing effective financial strategies.

Join us and help clients make informed financial decisions for a secure future.

Responsibilities

• Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
• Assess client’s overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards a profitable and secure financial decision
• Cultivate client base and build win-win relationships
• Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
• Keep abreast of new industry’s trends and research market to back up financial consulting
• Oversee the course of the financial plan and update it, if necessary, to ensure profits
• Comply with all industry rules and regulations
• Liaise with providers, solicitors, valuers and other professionals

Minimum Requirements

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