Financial Planner at Liberty Group

About the position

An opportunity for an entrepreneurial, career driven individual with exceptional communication skills & strong sales and networking experience, to establish your own successful financial advice practice with full training, mentorship and support and career growth prospects.

Start your own financial practice : join a large, established, secure and reputable brand.

At Liberty we believe in investing in our people. We provide ongoing training and development to ensure that you are equipped with the knowledge and skills needed to excel in your role. We offer a supportive and collaborative work environment where our team members can thrive and grow.

Duties & Responsibilities:

In this role, new business development is vital.

• Network and prospect to secure clients and grow your practice
• Personal consultations with private and business clients to provide them with financial planning advice and solutions
• Advise clients with regards to their risk, investment, medical cover, retirement planning and other needs in accordance with each individual profile
• Manage, grow and retain relationships with clients on an ongoing basis
• Flexible working hours

Minimum Qualifications:

• Matric (required)
• Desired Qualifications: Commercial/Business Degree or Diploma

Other Essential Requirements:

• Clear Credit Record
• Clear Criminal Record
• Own Transport and Driver's License (non-negotiable)

Personality Traits & Skills Required:

• Prospecting and Networking Skills
• Strong Academic Ability
• Proven Sales Ability
• Ability to Work Independently within a Collaborative Team
• Fluency in Spoken and Written English

Desired Skills:

• External sales
• Outbound Call Centre
• Lead generation
• Sales executive
• Sales Representative

Desired Qualification Level:

• Grade 12 / Matric

About The Employer:

Liberty is Financial services company, a subsidiary of The Standard Bank Group and this provides synergies and advantages not only in South Africa but across the African continent, positioning Liberty as an integral part of a universal financial services organisation focused on delivering exceptional customer experiences and superior value.