Liberty Group South AfricaFinancial Advisor
Aug. 2006 - Aug. 2007Marketing Liberty Life products i.e. Investments-LISP and LIFE, Retirement Annuities-SARAF, Funeral Covers,
Life Cover, Business Assurance and Estate Planning. To contact clients and setting up meetings, either
within an office environment or in clients' homes or business premises; To conduct in-depth reviews of
clients' financial circumstances, current provision and future aims; Analyze financial information and
preparing plans best suited to individual clients' financial goals; To draft and analyze risk and advise on risk
mitigating actions; To research the marketplace and provide clients with information on new and existing
products and services; To design financial strategies; To assist clients to make informed financial decisions;
To research information from various sources, including providers of financial products; To review and
respond to clients changing needs and financial circumstances; To promote and sell financial products that
meet given or negotiated sales targets; To negotiate with product suppliers for the best possible rates.