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.
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.
Requirements:
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.
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.
- 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
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
- 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