Wealth Planner
Liberty Group
richards bay, KwaZulu-Natal, South Africa
5d ago
source : Job Placements

Take control of your career. Build your own professional Financial Planning business under the Liberty brand with support from all departments and affiliated entities.

This lucrative career is highly suitable for driven, entrepreneurial individuals and allows you to determine your own income, have the freedom and flexibility of running your own business and managing your own diary.

Give professional financial advice to your clients, build trusting relationships and, not only assist your clients to reach financial freedom, but also achieve your own financial goals.

Through understanding the power of knowledge, we strive to pioneer new ways to guide people towards financial freedom.

Duties will include :

Generate client prospects through networking

Set up client appointments and meet with clients in person to discuss financial goals and put a plan in place to enable the client to achieve this.

Build lasting business relationships with clients and develop a service model to provide ongoing solutions

Remain accredited and up date in terms of FAIS

Candidate Requirements :

The ideal candidate will be an entrepreneur and self-starter with excellent people skills and the ability to think outside the box and work under pressure.

  • Matric is essential, a tertiary qualification is desirable.
  • The ability to work productively alone as well as in a team within a competitive environment is required.
  • A professional appearance and good communication and interpersonal skills is essential.
  • Experience in the sales sector is needed. Reaching sales targets is imperative.
  • Networking and prospecting to grow your client base is a key part of this role.
  • Own transport is non-negotiable.
  • Clear credit and criminal record is important.
  • Benefits :

    Flexible working hours

    High commission earning potential

    Training and development

    Access to specialised support

    Opportunities for advancement and growth

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