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Financial Services Professional

2 weeks ago

Sandton, South Africa Liberty Group Ltd Full time

Liberty Group Ltd is a leading financial services provider seeking a skilled Financial Adviser to join their team.

About the Role

The successful candidate will be responsible for building and maintaining a professional practice under the Liberty umbrella, providing clients with expert financial advice and guidance.

Key Responsibilities
  • Conduct needs analyses to identify client gaps and provide tailored solutions using Liberty's product offerings.
  • Work closely with branch managers and experienced Financial Advisers to ensure continuous support and development.
  • Prioritize ongoing financial planning for existing clients by adding or amending products as needed.
  • Foster long-term relationships with clients, ensuring their financial freedom and security.

This is a unique opportunity for a motivated sales professional to take on a challenging role that requires strong interpersonal skills, business acumen, and a passion for delivering exceptional customer experiences.