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- Tasks: Prospect, close deals, and advise clients on financial goals.
- Company: Join Liberty, a leader in the financial services industry.
- Benefits: Enjoy flexible working options and a commission-based pay structure.
- Why this job: Make a real impact by helping clients achieve their financial dreams.
- Qualifications: Must have Matric, computer literacy, and strong negotiation skills.
- Other info: Ideal for self-starters with a passion for sales and finance.
The predicted salary is between 36000 - 60000 £ per year.
Liberty is an industry leader within the financial service industry. We are looking to recruit sales executives to be trained as Financial/Wealth Advisors.
Duties and Responsibilities:
- Prospecting and closing of new business
- Networking to obtain new clients
- Advising clients on what is needed to meet their financial goals
- Maintaining existing business and servicing existing clients
- Developing and presenting financial planning recommendations
- Maintaining and adhering to providing a holistic approach to financial advice
- Establishing and defining a professional relationship with clients
- Conducting Financial Needs Analysis daily to provide quality advice
- Analysing and evaluating financial information
- Staying connected with clients constantly and providing services as clients enter different stages of their lives
- Setting up meetings to see clients
Desired Experience & Qualification:
- The successful candidate will have at least two (2) or more years’ experience as a representative rendering Financial Advice and Intermediary services
- Formal education and qualifications as a minimum requirement: Matric
- Must be computer literate
- Must have excellent negotiation and presentation skills and possess the ability to realise deals
- Must have high initiative and entrepreneurial skills and must be able to work independently
- Own transport
Inherent requirements and skills applicable to this vacancy:
- Excellent analytical skills
- Excellent communication skills
- A sound understanding of various financial policies, products and portfolios
- Passionate about customer care
- Ability to work independently
- Attention to detail
- Innovative, outgoing and a dynamic persona
Package & Remuneration: To be discussed during the interview process and to be based on commission structure.
Become a Financial Advisor employer: Liberty Group
Contact Detail:
Liberty Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Become a Financial Advisor
✨Tip Number 1
Network like a pro! Attend industry events, seminars, and workshops related to financial services. This will not only help you meet potential clients but also connect with other professionals who can refer you to opportunities at Liberty.
✨Tip Number 2
Brush up on your sales skills. Since this role is heavily focused on sales, consider taking a short course or reading up on effective sales techniques. Being able to demonstrate your sales acumen during interviews will set you apart.
✨Tip Number 3
Familiarise yourself with the latest financial products and policies. Stay updated on market trends and financial news so you can speak confidently about how you can help clients achieve their financial goals.
✨Tip Number 4
Prepare for role-play scenarios in interviews. Practice how you would approach a client meeting, conduct a financial needs analysis, and present your recommendations. This will showcase your ability to build relationships and provide tailored advice.
We think you need these skills to ace Become a Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising and sales. Use specific examples that demonstrate your skills in negotiation, client relationship management, and financial analysis.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial services industry. Mention why you want to work with Liberty and how your background aligns with their values and goals.
Highlight Relevant Skills: In your application, emphasise your analytical skills, communication abilities, and any experience with financial products. Be sure to mention your entrepreneurial spirit and ability to work independently.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Liberty Group
✨Showcase Your Sales Skills
Since the role is heavily focused on sales, be prepared to discuss your previous sales experiences. Highlight specific achievements and how you successfully closed deals in the past.
✨Demonstrate Financial Knowledge
Make sure you have a solid understanding of financial products and services. Be ready to discuss various financial policies and how they can benefit clients, as this will show your expertise in the field.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter and how you would advise them. This could include conducting a Financial Needs Analysis or presenting a financial plan, so practice articulating your thought process.
✨Emphasise Relationship Building
Liberty values maintaining strong client relationships. Be prepared to talk about how you build rapport with clients and keep them engaged throughout their financial journey.
