Accredited Financial Planner
Liberty Group
Durban, South Africa
4d ago
source : Job Placements

Do you want the opportunity to :

  • Build a professional career in the financial services industry with full training provided
  • Manage your diary, tasks and output, while being mentored and supported
  • Where your entrepreneurial drive is rewarded
  • And you have the ability to create an unlimited earning potential based on the effort you put in?
  • Duties & Responsibilities :

    Key Activities :

  • Sourcing new clients via networking & prospecting and setting up appointments
  • Meeting with clients in person.
  • Establish your clients'''' financial needs, concerns and goals.
  • Conducting professional Financial Needs Analysis.
  • Dispensing / selling of suitable financial insurance products, corporate benefits, medical aid and Investments.
  • Building, growing and managing your own client portfolio
  • Remaining FAIS accredited and up to date
  • Desired Experience & Qualifications :

  • Driven, outgoing personality with entrepreneurial flair
  • Own Vehicle is essential
  • Matric / Gr 12
  • Tertiary Qualification (preferable)
  • RE 5 qualification (desirable)
  • External Sales experience / Financial Industry experience (preferable)
  • Good Networking skills are a must
  • Professional appearance.
  • No Criminal record and clear credit record
  • Join a well-established company, a leader in the industry, where you can develop and build your own practice under the respected brand.

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