Professional Financial Consultant
5 days ago
Job Description:
- Contacting clients and arranging meetings within a professional setting, or at their homes or business premises
We are seeking an experienced and skilled Financial Consultant to join our team at Liberty Standard Bank Group 2. As a key member of our team, you will be responsible for providing expert advice and guidance to clients in achieving their financial goals.
Key Responsibilities:
- Conduct thorough reviews of clients' financial circumstances, current provision, and future objectives
- Analyse information and develop tailored plans to meet individual clients' needs
- Research the market and provide clients with comprehensive information on new and existing products and services
- Design and implement effective financial strategies to achieve clients' goals
- Assist clients in making informed decisions, taking into account their changing needs and financial circumstances
- Promote and sell financial products to meet negotiated sales targets
Requirements:
- Degree (preferable)
- Laptop
- Clear credit record
- Clear criminal record
- Valid drivers' licenses
- Owning a vehicle
- Excellent communication, interpersonal, and listening skills
- The ability to explain complex information simply and clearly
- A strong networker and relationship-builder
- Research and analytical skills
- The ability to work effectively in a team
- Strong time management skills
- A target-driven mindset
- Discretion and an understanding of the need for client confidentiality
- An ethical and professional approach to work
Estimated Salary:
R1,200,000 per annum, depending on experience and qualifications
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