Senior Financial Services Consultant

6 days ago


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

With over 60 years of experience, Liberty has established itself as a leading provider of financial services. As an integral part of the Standard Bank Group, we offer unparalleled opportunities for growth and development.

About Us
Our organization is dedicated to delivering exceptional customer experiences and providing superior value. We are committed to building a professional workforce of trained Financial Advisors throughout our group.

Job Description
We are seeking driven individuals to join our sales force as Senior Financial Services Consultants. In this role, you will have unlimited earning potential, benefits, and incentives (uncapped commission on every sale).

Key Responsibilities:
  • Understand clients' financial needs and determine their expenses, income level, insurance coverage, financial objectives, and goals.
  • Analyze clients' bank and other accounts to understand if life or economic changes are necessary to reach their financial goals.
  • Prepare and interpret financial document summaries, investment performance reports, and income projections for clients.
  • Manage and regularly update clients' portfolios.

Requirements:
To be successful in this role, you will need:
  • Matric certification
  • 2 years of sales experience
  • RE 5 qualification (FAIS qualification is an added advantage but not essential)
  • A valid driver's license
  • A laptop
  • A network of clients

Benefits:
This is a FAIS role with unlimited earning potential, benefits, and incentives. The estimated salary range for this position is R350,000 - R500,000 per annum, depending on experience.

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