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Financial Adviser Pietermaritzburg, Pretoria

Financial Adviser Pietermaritzburg, Pretoria

Liberty Group LtdPietermaritzburg, KwaZulu-Natal, South Africa
30+ days ago
Job description

A fantastic opportunity exists

A fantastic opportunity exists to grow a long-term career for individuals with a passion for the financial services industry and who aspire to be leaders in their chosen profession.

Duties & Responsibilities

As a financial adviser, you will :

  • Assist clients' needs by conducting an in-depth financial needs analysis.
  • Execute customized solutions to meet with clients.
  • Offer the best financial advice to your clients regarding life and investment products.
  • Source prospective clients and referrals.
  • Meet activity and sales targets.

Desired Experience & Qualification

In order to be considered for the role, the following requirements need to be met :

  • Matric and NQF5 or related tertiary qualification.
  • Minimum 2-3 years working experience preferably in a financial services role.
  • Excellent interpersonal skills.
  • Outgoing, presentable and professional.
  • Own laptop.
  • Clear credit and criminal records.
  • Ability to develop leads and referrals from current clients.
  • Ability to participate in financial-related sales meetings.
  • Package & Remuneration

    The role is commission-based and includes training, mentorship, benefits, and professional accreditation. For new to the industry advisers, we do offer a monthly stipend, terms and conditions apply.

    Interested?

    Interested in this exciting career opportunity, where you solely determine your income, please e-mail a resume.

    #J-18808-Ljbffr

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    Financial Adviser • Pietermaritzburg, KwaZulu-Natal, South Africa

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