Senior Financial Consultant

12 hours ago


Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time

At Liberty Standard Bank Group, we are looking for talented individuals to join our team as Senior Financial Consultants. If you have a passion for helping people achieve their financial goals and making a positive difference in their lives, this could be the perfect opportunity for you.

About Us

We are a leading financial services company that provides a wide range of products and services to help our clients achieve financial peace of mind. Our team is dedicated to providing expert advice and guidance to help our clients make informed decisions about their finances.

Key Responsibilities

As a Senior Financial Consultant, your primary responsibility will be to work with clients to understand their financial goals and develop tailored solutions to help them achieve those goals. You will also be responsible for:

  • Providing expert advice on investments, insurance, and retirement planning;
  • Identifying and developing new business opportunities;
  • Maintaining relationships with existing clients and building new ones;
  • Working closely with other members of the team to deliver exceptional client service;
Requirements

To be successful in this role, you will need to have:

  • A matric and National Diploma or Degree in a relevant field;
  • A successful track record in sales and marketing;
  • Excellent communication and interpersonal skills;
  • The ability to work autonomously and as part of a team;
  • A valid driver's license and reliable car.
What We Offer

In return for your hard work and dedication, we offer a competitive salary package, ongoing training and development opportunities, and a supportive and collaborative team environment. We also offer a defined career path and the opportunity to obtain accreditation as a Certified Financial Planner (NQF8).



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