Are you highly motivated, achievement-driven individuals
who want the opportunity to establish and grow a financial services practice with the support and strength of one of the nation’s leading financial services firms.
As a Liberty Life, Financial Advisors professional, you’ll be part of a recognized, respected company that offers:
• High earnings potential and comprehensive benefits
• Training, support and hands-on management
• Medical Aid, Pension Fund, Profit Share, Income Protection
Our work environment is fast-paced, energetic and enthusiastic. If you have an entrepreneurial mindset and are not looking for just a job, then this is the place for you.
*Job Description*
*Analyze financial information obtained from clients to
determine strategies, products and services to help clients meet their
Financial objectives.
• Provide information/education to clients about the purpose and details
of financial products, services and strategies.
• Build and maintain client base, keep client plans up-to-date and
acquire new clients on an ongoing basis.
•Contact clients periodically to determine if there have been changes in
their financial status.
•Provide knowledgeable, objective financial guidance and customized
strategies to consumer segments that demand high quality service
You don’t need to have a finance or economics degree to be a successful financial professional. At Liberty Life , training is a process not an event, whereby our financial professionals, at every level of experience, build their business. You will participate in national and local development programs and joint work opportunities that provide comprehensive knowledge and skill training. We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including CFP®,
Email me your CV at Milan.naik@liberty.co.za
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