Strategic Financial Advisor with Liberty

1 month ago


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

Unlock a lucrative career as a Strategic Financial Advisor with Liberty Standard Bank Group, where you'll thrive in a dynamic and respected company.

About Us

We're Liberty Standard Bank Group, a leading South African financial services provider dedicated to serving individual, business, and institutional clients. Our unique platform enables us to maintain our leadership position, and we're committed to helping our customers achieve their financial goals.

Your Opportunity

As a Strategic Financial Advisor, you'll have the chance to build a long-term, profitable practice by selling Liberty products in a professional manner. You'll prospect for clients, conduct needs-based assessments, and provide objective advice to help them achieve their financial objectives.

Key Responsibilities
  • Sell Liberty products to meet targets profitably
  • Prospect for clients to secure appointments
  • Conduct professional FNA assessments to make recommendations
  • Achieve sales targets set by Liberty
  • Build relationships with clients to establish trust and credibility
  • Elicit information to maximize client portfolios
  • Provide objective professional advice on client needs
  • Maintain propriety in target markets
  • Meet legislative requirements
  • Remain accredited and up-to-date with market and industry subjects
  • Stay equipped with the latest technology
Requirements
  • Be a SA citizen or Permanent Resident
  • Hold a valid 13-digit ID number
  • Have a minimum matric/grade 12 qualification or equivalent
  • Have relevant NQF 5 or RE qualifications (dependent on experience)
  • Hold a valid SA driver's license
  • Have a reliable motor vehicle
  • Have a SA income tax number
  • Be credit-clear

We estimate the salary for this role to be around R500,000 - R700,000 per annum, based on industry standards and the location. This figure is subject to change and may vary depending on individual performance and other factors.


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