Introduction

Join Our Team as an Experienced Financial Advisor! A leading and dynamic Financial Services Franchise of Liberty Life is actively seeking a highly skilled and experienced Financial Advisor to join our talented team. If you are passionate about helping clients achieve their financial goals, possess a proven track record of success in financial advisory services, and thrive in a collaborative and client-centric environment, we want to hear from you!

Duties & Responsibilities
• Analyze and assess clients’ financial situations, goals, and risk tolerance to develop personalized financial strategies.
• Provide comprehensive financial planning and investment advice to clients.
• Build and maintain strong client relationships through effective communication and trust-building.
• Stay abreast of market trends, economic developments, and financial products to provide informed and strategic advice.
• Collaborate with internal teams to deliver a seamless and exceptional client experience

Desired Experience & Qualification
• Matric
• Bachelor’s Degree in Finance or related field will be advantageous
• RE 5
• Minimum of 2 to 3 years of experience as a Financial Advisor
• Proven track record of meeting and exceeding sales targets.
• Strong knowledge of financial planning, investment products, and market trends.
• Excellent interpersonal and communication skills.

MANDATORY

Clear criminal and ITC records.

Own vehicle

Valid driver’s license l

Laptop and mobile phone

Value Proposition by Morebo

We're here to empower you in achieving your career aspirations and realizing your dreams. Through top-notch training and unwavering support, we're dedicated to nurturing your growth and helping you unlock your full potential. Our core values drive everything we do, placing our customers and employees at the forefront. Diversity and inclusion are not just buzzwords for us; they're integral to our vision for a brighter future across all our business clusters.

Non BEE/ AA Position
• Centralized Admin Hub’s assistance
• Secure Business IT Systems (Elite Wealth / VOX Telephone and Network)
• Office Environment (Desk, chair, telephone, printing, internet)
• Marketing and Branding
• Training, Support & Mentorship
• Practice building and skills development