Where

Financial Planner - Sales Executive

Liberty Standard Bank Group 2
Durban Full-day Full-time

Description:

It's more than a Career, it's a way of life!

Have you ever had one or more of the following thoughts?

  • I would love to do something entrepreneurial but I just don’t have the money or opportunity to do so, or
  • I wish my hard work was financially more rewarding, or
  • I’m concerned that the company I work for might implement retrenchments.

If this is you, then you need to talk to us about becoming a Professional Financial Adviser with Liberty!

Take Charge of your career and earn a rewarding commission-based income together with passive income flows and grow your wealth over the long term.; email your CV to janine.wilkinson@liberty.co.za

What does a Financial Advisor do?

  • Much like a doctor or a lawyer, a Financial Adviser is a trained professional
  • Build a Financial Planning practice under the massive Liberty brand
  • Networking and Prospecting for clients
  • Providing financial advice and representing Liberty in a professional manner
  • Conducting financial needs analysis and making recommendations to best suit the client’s requirements
  • Ensuring your clients are continuously looked after by providing a professional service
  • Receive world class training and continuous professional development

Please take note this is a FAIS role

Requirements:

  • I would love to do something entrepreneurial but I just don’t have the money or opportunity to do so, or
  • I wish my hard work was financially more rewarding, or
  • I’m concerned that the company I work for might implement retrenchments.
  • Much like a doctor or a lawyer, a Financial Adviser is a trained professional
  • Build a Financial Planning practice under the massive Liberty brand
  • Networking and Prospecting for clients
  • Providing financial advice and representing Liberty in a professional manner
  • Conducting financial needs analysis and making recommendations to best suit the client’s requirements
  • Ensuring your clients are continuously looked after by providing a professional service
  • Receive world class training and continuous professional development
    • Completed Matric is essential, a tertiary qualification is preferred.
    • Clear credit and criminal record.
    • Own vehicle and driver’s license
    • Previous in an external sales environment is a strong advantage.
    • Ability to network and prospect.
    • A passion for people
    • The desire to work as an entrepreneur
  • Completed Matric is essential, a tertiary qualification is preferred.
  • Clear credit and criminal record.
  • Own vehicle and driver’s license
  • Previous in an external sales environment is a strong advantage.
  • Ability to network and prospect.
  • A passion for people
  • The desire to work as an entrepreneur
    • Completed Matric is essential, a tertiary qualification is preferred.
    • Clear credit and criminal record.
    • Own vehicle and driver’s license
    • Previous in an external sales environment is a strong advantage.
    • Ability to network and prospect.
    • A passion for people
    • The desire to work as an entrepreneur
18 Mar 2025;   from: careers24.com

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