Becoming an ECM Financial Advisor at Liberty will give you the opportunity to improve people's lives by making their financial freedom possible throughout their life journey.
We endeavor to build trust in the industry by doing the right things right, first time, every time with a can-do-attitude.
Outputs
- Utilize financial needs analysis for clients to pursue business opportunities and develop customers for the acquisition of new business in line with identified targets
- Assist clients to make informed decisions by preparing plans best suited to individual clients' requirements
- Draw on own technical knowledge and experience to identify and develop solutions to improve operational service & quality
- Provide sound consulting services and recommendations based on customer needs, current information and trends
- Escalate unresolved delivery and quality issues to operational management and process owners
