Wealth Associate

  • Durban
  • Salary: Market Related
  • Bonus: Appllicable
  • Commision: Yes
  • Job Type: Permanent
  • Sectors: Insurance Investment Sales
  • Reference: WA11/2020Dbn
  • Vacancy Details

    Employer: Liberty Financial Advisers

    A Key function of this role is to aquire new business through networking, prospecting and relationship building.

    Do you want the opportunity to:

    • Build a professional career in the financial services industry with full training provided
    • Manage your diary, tasks and output, while being mentored and supported
    • Where your entrepreneurial drive is rewarded
    • And you have the ability to create an unlimited earning potential based on the effort you put in?

    Duties & Responsibilities

    Key Activities:

    • Sourcing new clients via networking & prospecting and setting up appointments
    • Meeting with clients in person.
    • Establish your clients’ financial needs, concerns and goals.
    • Conducting professional Financial Needs Analysis.
    • Dispensing / selling of suitable financial insurance products, corporate benefits, medical aid and Investments.
    • Building, growing and managing your own client portfolio
    • Remaining FAIS accredited and up to date

    Shortlisted candidates will be contacted via email.

    Required Skills

    • sales : 2 to 3 years

    Candidate Requirements

    Desired Experience & Qualifications

    • Driven, outgoing personality with enterpreneurial flair?
    • Own Vehicle is essential
    • Matric /Gr 12
    • Tertiary Qualification (preferable)
    • RE 5 qualification (desirable)
    • External Sales experience / Financial Industry experience (preferable)
    • Good Networking skills are a must
    • Professional appearance.
    • No Criminal record and clear credit record

    We Offer:

    • Flexible working hours
    • High commission earning potential
    • Training and mentorship with ongoing support
    • Opportunities for advancement and growth
    • Opportunities to study further
    • The opportunity to determine your own income (Your efforts will determine your earnings) You have the power ensure your own financial success without having an employer decide your worth.

    Join a well-established company, a leader in the industry, where you can develop and build your own practice under the respected brand.