Financial Adviser
Liberty ECM
- Pietersburg, Limpopo
- Contract
- Full-time
- 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.
- Exposure to fraud interventions internally to stay compliant with policies and legislation.
- Clients, including (but not limited to) government departments, work sites, individuals and lower- to midmarket segments.
- Laptop or Tablet (essential)
- Drivers license
- Grade 12 (essential)
- FAIS recognized qualification within 6 years of DOFA
- 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.
- 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 clients financial needs.
- Telephone and face to face sales experience (Desirable)
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