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  • Posted: Sep 15, 2020
    Deadline: Not specified
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    Financial service and advisory company specialising in tailor made solutions, evolving over our client's financial lifecycle. Operating within, but not exclusively to, the market leading Liberty Group. Our relational approach to our clients promises return on the trust earned through delivery and expertise of a highly professional and qualified team o...
    Read more about this company

     

    Financial Adviser

    Role Profile

    Liberty Franchise in Fourways

    • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
    • Building a client book on your own bases, either cold calling, social media, and networking measures.
    • Implementing financial plans or referring clients to professionals who can help them.
    • Managing and updating client portfolios.
    • Contacting clients regularly to discover changes in their financial status.
    • Building and maintaining your client base.
    • Criminal and credit checks shall be done.

    Financial Advisor Requirements:

    • Bachelor's degree in business, finance, or related field. FAIS 120 credits (required)
    • 2 - 5 years Financial Adviser experience (required)
    • Must have current RE5 exam results (required)
    • Valid driver’s license, a car, and a laptop
    • Knowledge of mutual funds, securities, and insurance industries.
    • Proficient in Word, Excel, Outlook, and PowerPoint.
    • Comfortable using a computer for various tasks.
    • Experience providing quality financial advice
    • Fit and proper within the insurance industry
    • Able to work commission only

    Benefits include

    •  In-house telemarketing company
    • No desk fees
    • High commission potential earning
    • Admin support (Uploading cases)
    • Loads of in-house support

    Method of Application

    Interested and qualified? Go to Benchmark Capital Group on www.linkedin.com to apply

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