Financial Adviser – Liberty Cape Town

Job Description

Duties & Responsibilities :

When you sell insurance or financial services, you’re not merely selling products, you’re developing relationships. Your relationship with your customers, as well as the trust they place both in you and in the products you offer, are critical components to your ultimate success. Advisers provide very intimate services in the insurance and financial services marketplace. They meet and know their clients on a personal level. The responsibilities of a financial adviser include: contacting new people from your own network, meeting them and fact finding to gather necessary information regarding their present financial situation- this includes their current policy information, budget planning and determining future objectives and affordability. Then you will do a proper financial needs analysis, and based on these findings, present a solution/solutions to your client that help meet their objectives.

We will ensure that you have the necessary skills, knowledge, fit and proper requirements, continuous professional development and continuous managerial support in order to fulfill these requirements

Desired Experience & Qualification :

-Matric, Tertiary qualification advantageous
-Valid driver’s license and your own vehicle
-Clear Credit and Criminal records
-A passion for people
-Ability to prospect and generate new business

Package & Remuneration :

Not only do we boast an outstanding remuneration package, we also offer excellent corporate benefits for which you and your family may qualify.