Company Name: Liberty ECM
Area: Mthatha, Eastern Cape
Job description:
Financial Advisor must be a self-assured, motivated, and opportunistic person is needed to provide clients with financial solutions and advantages and, ultimately, to expand the company. This profession requires proficient analysis of a client’s needs in order to recommend appropriate solutions from a preset package of advantages.
Function:
To manage the long-term connection between Liberty@Work and the client in order to better Liberty’s reputation as the industry leader and to better serve the client’s changing demands.
Find possibilities to aid in the organization’s expansion.
To ensure compliance, abide by all policies, rules, and legal obligations.
Review client portfolios on an ongoing basis to determine new needs, offer advice, and enhance client value.
Update your knowledge and skills on a regular basis to reflect changes in the goods, markets, and industries.
Reporting is done to keep the company informed of developments.
Qualification:
Within six years of DOFA, grade 12 (a must) and a certificate recognised by FAIS.
Special knowledge:
Laptop (required)
Technical Knowledge:
understanding of the market and the financial situation.
good knowledge of the market and developments nowadays.
obeying governmental and internal rules and regulations.
ongoing customer support to support present connections.
participation in both formal and casual contacts with presentation skills.
Experience required:
Experience selling over the phone and in person is preferred.
Competencies:
Written and Verbal Communication:
Able to articulate oneself clearly and talk with fluency when expressing thoughts. speaks with assurance, establishing trustworthiness and leaving a favourable impression. Effectively communicates his or her responses and acts in accordance with the circumstances. entails effectively communicating ideas by writing in a clear, concise, and accurate manner. writes clearly and logically, avoiding the needless use of jargon or complex terminology, and organising the content to match the needs and comprehension of the target audience.
Integrity:
Integrity is demonstrated by abiding by morals and principles. dependable, trustworthy, and upholds high moral standards. Refrain from acting in a way that could jeopardise the organization’s integrity or that is otherwise deviant.
Interpersonal Competence:
Interacting well with the majority of people. able to interact with others effectively out of comfort. able to resolve disputes amicably, be aggressive, show respect for others, and pay attention to what others have to say.