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Senior Financial Consultant

4 weeks ago

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

About Liberty Standard Bank Group

Liberty is a subsidiary of The Standard Bank Group, providing synergies and advantages in South Africa and across the African continent. As an integral part of a universal financial services organisation, we deliver exceptional customer experiences and superior value.

We have been looking after clients for over 60 years and are continuously building our professional workforce of trained Financial Advisors throughout the group. We offer excellent training, continuous development, and mentorship to build our next generation of Financial Advisors.

Career Opportunity

We are seeking driven and hungry individuals to join our ever-expanding sales force. This role offers unlimited earning potential, benefits, and incentives, including uncapped commission on every sale.

Key Responsibilities

  • Understand clients' financial needs, determining their expenses, income, insurance coverage, financial objectives, and goals.
  • Analyze clients' financial data to understand if life or economic changes are necessary to reach their financial goals.
  • Give advice to clients about insurance coverage, investment planning, cash management, or other areas to help them reach their financial goals.
  • Manage and regularly update clients' portfolios.