Professional Financial Sales - Johannesburg And Pretoria

Company: Liberty
Applicants: Applications: 70 | Visits: 348
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Recruiter Statistics: CVs seen: 25, Deleted: 0, Unread: 45
Location: Johannesburg And Pretoria, Sudáfrica
Allows working from home: Yes
Employer Email: *********@*******.com (View email)
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JOB DESCRIPTION
Requirements:
Matric
Tertiary education an added advantage
Sales experience
Drivers License
Laptop
Own network of clients


Responsibilities:
This role enables a driven and ambitious individual to become a trained Financial Planner and build up their own practice under the Liberty Brand.
Excellent benefits commission and incentives plus we provide all the training you need
Understand clients financial needs
Determine clients expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
Answer clients questions and address concerns
Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
Regularly review clients- bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
Manage and regularly update clients- portfolios.
Building and maintaining your client base. This is a FAIS role


Benefits:
Provident fund
Life Cover
Dread Disease
Medical Aid
Funeral




JOB TYPE
Work Day: Full Time
Employment type: Permanent Job
Salary: ZAR 10,000.00 - 15,000.00 Monthly
Positions available: 9


JOB REQUIREMENTS
Minimal experience: Unspecified
Gender: Indistinct



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