We are seeking a driven, ambitious and entrepreneurial individual with a passion for helping others. In this role, you will be responsible for building strong client relationships, identifying insurance needs, and offering tailored solutions that provides peace of mind and financial security. Liberty offers an exceptional opportunity for you to build your own business practice as a Financial Adviser, with industry-leading training, mentorship, and ongoing support.
Duties & Responsibilities
- Prospect and generate leads to secure client appointments
- Conduct professional Financial Needs Analyses and make tailored recommendations
- Achieve sales targets set by Liberty
- Build and maintain client relationships
- Provide professional, needs-based financial advice on investments, insurance, and health
- Stay up to date with FSCA legislative requirements and industry trends
