Job Description
Duties & Responsibilities :
Responsibilities:
Contacting clients and setting up meetings, either within an office environment or in clients’ homes or business
premises
Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims
Analysing information and preparing plans best suited to individual clients’ requirements
Completing risk analysis
Researching the marketplace and providing clients with information on new and existing products and services
Designing financial strategies
Assisting clients to make informed decisions
Reviewing and responding to clients changing needs and financial circumstances
Promoting and selling financial products to meet given or negotiated sales targets
Desired Experience & Qualification
Skills Required:
• Being a leader. You are driven to be the best and foster the same motivation in your teammates.
• Networking. You are constantly looking to expand your network and get energy from connecting with others. Above all else, this is a people business.
• Entrepreneurial skills. You possess business savvy and have the solid determination to run your own business.
• Being a self-starter. Your tenacity and determined mindset along with thick skin help you keep your eye on the prize.
• Advocating for clients. To you, your clients are everything. You are passionate about serving them as a dedicated relationship manager.
Requirements:
Matric
Tertiary Qualification (preferable)
Clear criminal and credit record
Valid driver’s licence
Own vehicle essential
Laptop
Package & Remuneration :
What you can expect from us…
• Consistent support. Whether it’s through teaming up with a Sales Leader, or providing you with tools to track your goals, results, and business practices, Liberty is committed to your success.
• A complete line of insurance and financial services products. These include Life, Disability Income, Long-Term insurance and annuities.
• Solid consumer brand awareness.
• A group of driven, hardworking individuals. Liberty’s commitment to workplace diversity and inclusion has created an organization of professionals dedicated to their clients and their communities.
Being a part of our Liberty Advisers team, you can expect to make a difference in the lives of others and your own career. We believe in hiring and promoting hard-working, talented professionals. So, if you’re a go-getter with an entrepreneurial mindset and have a passion for helping others, we’d love to get to know you.