Financial Advisor - Eastern Cape

Job Overview

A confident, driven and opportunistic individual is required to offer financial solutions and benefits to clients and in ultimately growing the business. This position entails effectively analyzing a client’s needs to provide advice on suitable solutions from a predefined package of benefits.

Job Objectives

• To manage the long-term relationship between 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.
• Perfo...