Financial Advisor

Financial Advisor position available. Job Purpose:
To offer financial solutions and benefits to clients, aiming to grow the business by effectively analyzing client needs and providing advice on suitable solutions from a predefined package of benefits.

Job Objectives:

• Manage and enhance the long-term relationship between Liberty@Work and clients, ensuring client needs are met and positioning Liberty as a market leader.
• Identify opportunities for contributing to the organization’s growth.
• Adhere to policies, procedures, and legislative requirements to ensure compliance.
• Continuously review and reassess client portfolios, making recommendations to add value and align with evolving needs.
• Stay updated on product knowledge, market trends, and industry developments.
• Perform reporting to keep the business informed of progress.

Stakeholders:

• Internal:
  Exposure to internal fraud interventions to maintain compliance with policies and legislation.
• External:
  Clients including government departments, work sites, individuals, and lower- to midmarket segments.

Role Requirements:

• Laptop or Tablet (essential)
• Driver’s license

Qualifications:

• Grade 12 (essential)
• FAIS recognized qualification within 6 years of Date of First Appointment (DOFA)

Technical Skills:

• Awareness of industry and financial standings.
• Good understanding of the current market and trends.
• Adherence to internal and legislative policies and procedures.
• Ongoing customer service to maintain current relationships.
• Presentation skills for formal and informal engagements.

Knowledge:

• Broad awareness of industry trends and risks.
• Excellent understanding of the financial industry to provide appropriate solutions based on client needs.

Experience:

• Telephone and face-to-face sales experience (Desirable)

Behavioral Competencies:

• Verbal and Written Communication:
  Express ideas fluently and clearly, both verbally and in writing, avoiding jargon, and ensuring the information meets the audience’s understanding.
• Integrity:
  Adhere to strong ethical principles, demonstrating honesty, reliability, and trustworthiness.
• Interpersonal Skills:
  Engage with others skillfully, manage conflict effectively, and show respect for others’ opinions.
• Resilience:
  Work under pressure, remain positive despite setbacks, and keep emotions controlled in difficult situations.
• Flexibility:
  Adapt to changing circumstances, new ideas, and different people, showing tolerance for ambiguity.
• Drive and Commitment:
  Work enthusiastically towards achieving goals, actively removing obstacles to ensure success, and demonstrating commitment to role objectives and the organization.
• Persuasiveness:
  Persuade and negotiate effectively, promoting ideas and making a strong personal impact.
• Client Centricity:
  Focus on customer needs and satisfaction, understand client needs, and manage expectations.
• Following Instructions and Procedures:
  Adhere to instructions, procedures, and policies, demonstrate punctuality, and commitment to compliance.
• Learning Potential:
  Rapidly grasp and apply new tasks and information effectively.
• Planning and Organizing:
  Plan and organize work effectively, setting clear objectives, managing resources, and anticipating changing circumstances.
• Relationship Building:
  Establish and maintain good relationships, build effective networks, and bring warmth to interactions.
• Business Acumen:
  Understand business management practices, market trends, and financial awareness.