Business Finance Consultant

2 months ago


Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

At Liberty Standard Bank Group 2, we are seeking a skilled Business Finance Consultant to join our team. As a key member of our sales team, you will be responsible for developing and nurturing your own client base through networking and prospecting.

Key Responsibilities:

  • Source new business from retained clients and by means of referrals
  • Meet clients in person to provide them with financial planning advice and solutions
  • Sales as an outcome of needs analysis conducted and advice provided
  • Identify a client's insurance and investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon, etc.
  • Make a written recommendation based on a client's responses to the risk profile questionnaire and subsequent discussions

Benefits:

  • Flexible working hours
  • Training and development (product, systems, and sales)
  • Competitive commission based on achieving set sales targets
  • Opportunity to join a well-established, reputable brand

Requirements:

  • The ideal candidate will be a driven self-starter with the ability to think outside the box and work under pressure
  • Ability to work productively alone as well as in a team within a competitive environment
  • Professional appearance and good communication and interpersonal skills
  • Experience in the sales sector is needed
  • Reaching sales targets is imperative

Education: A tertiary qualification is an advantage.

Personal Qualities: Own transport is non-negotiable. Clear credit and criminal record are important.



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