At Liberty we believe that when knowledge rolls
up its sleeves, people’s realities change. And that’s what we do; we change
realities every day. Since 1957 we’ve grown from being a South African life
insurer to a Pan-African financial services company, offering asset management,
investment, insurance and health products.
Financial Advisor - Port Shepstone
Job Objectives:
To manage
the long-term relationship between Liberty@Work and the client, not only to
meet the clients’ evolving needs but also to position Liberty as the market
leader and enhance the reputation of the organization.
Identify
opportunities to contribute to the growth of the organization.
Adhere to
policies, procedures and legislative requirements in order to ensure
compliance.
Continuously review client portfolios to re-assess their needs and make recommendations and add value to clients.
Constantly
update own knowledge and expertise in line with products and market and
industry trends.
Perform
reporting to keep the business updated of progress.
Stakeholders:
Internal:
Exposure
to fraud interventions internally to stay compliant with policies and
legislation.
External:
Clients,
including (but not limited to) government departments, work sites, individuals
and lower- to midmarket segments.
Role Requirements:
Laptop
(essential)
Qualifications:
Grade 12
(essential)
FAIS
recognized qualification within 6 years of DOFA
Method of Application
Interested and qualified? Go to Liberty Group South Africa to apply
