Specialist, Broker Consultant
To provide advice and support to brokers and IFAs that engenders their trust and supports them in selling Liberty business to their clients. Develop, maintain, and grow business relationships to increase market share through the execution of defined sales objectives.
Matric with a professional qualification, or a bachelor’s degree in Finance, Economics, Law, or Sales. CFP (advantageous).
Behavioral
• Relationship management & stakeholder influence
• Commercial acumen and growth orientation
• Strong communication and presentation skills
• Client-centric mindset and service excellence
• Resilience in a target-driven environment
Technical
• Investment and product knowledge
• Understanding of financial markets and macro trends
• Regulatory knowledge
• Sales pipeline and CRM management
• Data analysis and reporting capability