Wealth Associate
Liberty Financial Advisers
Johannesburg North, Gauteng, ZA
5d ago
source : Careers24
  • Risk something or forever sit with your dreams.* Herb Brooks. *Liberty is a registered financial planning organization advising individuals and businesses.
  • Are you an ambitious and driven person? Do you have excellent people skills, an entrepreneurial spirit and sales background or experience in the Finance or Insurance industry?
  • Or do you have a tertiary qualification and exposure to a customer service environment. Apply today! The purpose of this role is to help clients organize their finances, project the results of their savings and investments and make necessary changes and additions, plan for retirement, put products in place to protect against the financial implications of unforeseen life events, plan for the potential financial impact of their health requirements and help them make decisions towards achieving their financial goals as efficiently as possible.

  • Requirements for this role : *Minimum Qualifications : Matric (essential), Tertiary is beneficialDesired Qualifications : Commercial / Business Degree or Diploma or completed Insurance Credits & RE 5Other essential
  • Requirements :

    Clear Credit recordClear Criminal RecordAccess to a vehicle and Drivers License Personality Traits & Skills required for this role : Prospecting and Business Networking - willingness to source own leads Analytical thinking and planning Proven Sales Ability or excellent interpersonal skills Ability to work independently but as part of a bigger team

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