Description:
Are you passionate about helping people secure their financial future? Do you thrive in a client-focused environment where your skills and expertise make a real difference? Join Liberty as a Wealth Planner and be part of a team that empowers individuals and families to achieve their financial goals. Your journey with Liberty begins and ends with family.
In this role, set your sights high, to dream big , and to relentlessly pursue excellence in everything you do. Embrace the opportunities that lie ahead, embrace the challenges, and let your passion for helping others drive you forward.
What We Offer:
Comprehensive Training & Development: We provide extensive training and ongoing support to help you build your career and grow your expertise.
Supportive Environment: Access to cutting-edge tools, marketing resources, and a network of experienced professionals to help you succeed.
Key Responsibilities:
- Provide personalized financial advice to clients, guiding them through their investment, insurance, and retirement planning options and more.
- Build and maintain strong, long-term client relationships through excellent communication and regular follow-ups.
- Conduct financial needs analyses to understand clients' unique goals and develop tailored solutions.
- Stay informed about market trends, product knowledge, and regulatory requirements.
This is more than just a job – it’s an opportunity to build a rewarding career that makes a positive impact on people's lives. If you are ready to take on the challenge, apply now and become part of a respected name in the financial services industry.
Join us and become a part of a team dedicated to helping others thrive.
Requirements:
- Provide personalized financial advice to clients, guiding them through their investment, insurance, and retirement planning options and more.
- Build and maintain strong, long-term client relationships through excellent communication and regular follow-ups.
- Conduct financial needs analyses to understand clients' unique goals and develop tailored solutions.
- Stay informed about market trends, product knowledge, and regulatory requirements.
- Strong Networking, Communication And Social Skills
- Driven By The Challenge Of A Sales Environment And Writing Business
- A High Flying Entrepreneur
- Grade 12-Matric
- A degree within any financial field
- Min 3 years working experience
- SA ID
- Clear credit and no criminal record
- Reliable car (non-negotiable)
- Laptop is essential
- Unlimited internet connection preferable unlimited WIFI
- Driven by the challenge of a sales environment and writing business
- Strong networking, communication and social skills are essential
- A high flying entrepreneur who is ready for the next step in their career with unlimited potential
- You are willing to commit to a self-development learning path
Minimum Qualifications
- Grade 12-Matric
- A degree within any financial field
- Min 3 years working experience
Requirements
- SA ID
- Clear credit and no criminal record
- Reliable car (non-negotiable)
- Laptop is essential
- Unlimited internet connection preferable unlimited WIFI
- Driven by the challenge of a sales environment and writing business
- Strong networking, communication and social skills are essential
- A high flying entrepreneur who is ready for the next step in their career with unlimited potential
- You are willing to commit to a self-development learning path