Professional Financial Sales - Johannesburg And Pretoria

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