Financial Advisor – Groblersdal needed at Liberty Group South Africa
Job title : Financial Advisor – Groblersdal
Job Location : Limpopo,
Deadline : June 03, 2024
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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)
How to Apply for this Offer
Interested and Qualified candidates should Click here to Apply Now