Liberty/Standard Bank Financial Advisor and Planner

Liberty is a leading financial services company with a strong foundation dating back to 1957.

Our company is committed to creating a postive impact on people and their financial realities.

At Liberty we are passionate about people, driving results and looking for like minded individuals to join our advisory force.

This role requires an individual with an entrepreneurial mindset with a hunger for growth.

Is has uncapped earning capabilities with excellent training and benefits.

Duties:

• Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
• Assess client’s overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards a profitable and secure financial decision
• Cultivate client base and build win-win relationships
• Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
• Keep abreast of new industry’s trends and research market to back up financial consulting
• Oversee the course of the financial plan and update it, if necessary, to ensure profits
• Comply with all industry rules and regulations
• Liaise with providers, solicitors, valuers and other