Senior Financial Consultant
1 month ago
Job Summary at Liberty
We are seeking a skilled and ambitious individual to become a trained Financial Planner in our team at Liberty. This role offers an excellent uncapped earning opportunity and provides great leadership and mentorship.
Key Responsibilities:
- Understand clients’ financial needs and goals
- Determine clients’ expenses, income, insurance coverage, and risk tolerance
- Provide advice on insurance coverage, investment planning, and cash management
- Regularly review clients’ bank and other accounts to analyze financial data
- Prepare and interpret financial document summaries and investment performance reports
- Manage and update clients’ portfolios
- Build and maintain a client base
Requirements:
- Matric qualification
- 2 years sales experience
- RE 5 and FAIS qualification (added advantage)
- Own car and valid driver’s license
- Laptop
- Network of existing clients
This is a commission-based employment opportunity with uncapped commission paid on every product sold.
Full training will be offered to successful candidates.
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