Wealth Planner at The 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

Desired Experience & Qualifications:

• Tertiary qualification is highly beneficial
• Previous and proven sales experience
• Own vehicle and valid driver's license is essential
• Own laptop
• Clear criminal record
• Clear credit record
• Minimum of three years full time working experience

Desired Skills:

• Sales Rep
• Sales Person
• sales executive

Desired Qualification Level:

• Grade 12 / Matric

About The Employer:

Our purpose is to improve people's lives by making their financial freedom possible. We know this path because we walk it every day. We understand the power of knowledge to change realities, when set into action.

Knowledge is our currency and our wealth. The advantage of knowing is entrenched in our organisational DNA and is demonstrated in the way we engage with our customers, business partners and stakeholders. It is our continuous pursuit to pioneer new ways to guide people towards their financial freedom.