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 [email protected] 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

Technical Skills:

Awareness of the industry and financial standings.
Good understanding of the current market and trends.
Adherence to internal and legislative policies and procedures.
Ongoing customer service to endorse current relationships.
Presentation abilities in participating in formal and informal engagements.

Knowledge:

Sound knowledge of the industry to display a broad awareness of trends and risks.
Excellent understanding of the financial industry in order to provide fit solutions based on a client’s financial needs.

Experience:

Telephone and face to face sales experience (Desirable)