Financial Advisor (Boksburg) at Liberty Group South Africa

Job 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:

• To manage the long-term relationship between Liberty@Work 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.

Stakeholders:

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.

Role Requirements:

• Laptop or Tablet (essential)
• Drivers license

Qualifications:

• Grade 12 (essential)
• FAIS recognized qualification within 6 years of DOFA

Technical Skills:

• 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.

Knowledge:

• 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.

Experience:

• Telephone and face to face sales experience (Desirable)