Business Finance Consultant
2 weeks ago
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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