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Financial Sales Advisor
Posted date [2016-Nov-22] (ID: 56622)

Financial Adviser

A unique opportunity exists for performance driven individuals. If you are entrepreneurial, self-motivated and people orientated, with a strong network, this role will be ideal for you. Drive your own income and get rewarded for your contribution! We offer a defined career path, the best training in the industry, mentorship and on-going support to build your own business practice as a Financial Adviser

Main Purpose of the job:

To sell Liberty products in a professional manner, enabling Liberty's  Agency and Entrepreneurs Distribution channel in achieving it's strategic vision & therefore  meeting targets profitably.

Job objectives:

·         To prospect for clients and obtain leads to secure appointments

·         To conduct a professional Financial Needs Analysis and make needs based recommendation sand secure a sale.

·         To achieve sales targets as set out by Liberty

·         To build relationships with clients so that the consultants wins confidence , credibility and trust.

·         Elicit information to maximize the effectiveness of a clients portfolio.

·         To give objectives and professional financial advice on clients needs as pertaining to invest, insurance and health.

·         To portray the appropriate propriety in their target market.

·         To meet all legislative requirements

·         To remain accredited and up to date with relevant market and industry related subjects.


·         Matric + National Diploma or Degree

·         3 - 5 years working experience  - sales experience a plus!

·         Own reliable vehicle in order to attend to client visits

·         Clear Credit and Criminal record

·         Must be people orientated and target - driven

·         Must be socially well connected, with an established network of potential clients and have the ability to source new prospects

·         Strong financial and business acumen

·         Impeccable work ethics

·         Effective time management skills

·         To remain adequately equipped and knowledgeable regarding the latest technology.

·         To build a long-term professional, profitable practice

Job Title Financial Sales Advisor
Post Details
Posted By Jobworx Staffing Solutions
Job Function Financial Sales Advisor
Start Date asap
Salary High Earning Potential
Location Cresta
Phone No
Email janeen(at)
Deadline 2016-Dec-31
Region Location -> Johannesburg
Job Type Job Type -> Full-time Jobs
Classification Job Classification -> Banking / Finance / Investment

Recruitment Agencies Johannesburg