Where

Wealth / Financial Sales Advisor

IWCP Johannesburg (Pty) Ltd
Johannesburg Full-day Full-time

Description:

IWCP - Insurance and Wealth Creation Professionals, an Affiliate of LIberty, is seeking to fill the Wealth / Financial Sales Advisor position with the ideal candidate who possess the desired entrepreneurial skills, tenacity and resilience.

Be part of a dynamic team of Professionals, who are motivated by competition, achievement, activity, growth and autonomy. Sales and building lasting realtions are innate, with a strong desire to provide the client with what they need.

Do you posses a well-developed sense of empathy and understanding, along with the ability to listen and inspire confidence?

Do you Believe in yourself?

Are you goal orientated and a top achiever?

Duties & Responsibilities

  • Provide comprehensive financial planning and advisory services to clients.
  • Develop and implement personalised investment strategies aligned with clients' financial goals
  • Maintain and grow a client portfolio through proactive relationship management
  • Stay abreast of industry trends, regulatory changes, and investment opportunities

Represent and promote Liberty's suite of leading financial products and services

Requirements:

IWCP - Insurance and Wealth Creation Professionals, an Affiliate of LIberty, is seeking to fill the Wealth / Financial Sales Advisor position with the ideal candidate who possess the desired entrepreneurial skills, tenacity and resilience.

Be part of a dynamic team of Professionals, who are motivated by competition, achievement, activity, growth and autonomy. Sales and building lasting realtions are innate, with a strong desire to provide the client with what they need.

Do you posses a well-developed sense of empathy and understanding, along with the ability to listen and inspire confidence?

Do you Believe in yourself?

Are you goal orientated and a top achiever?

Duties & Responsibilities

  • Provide comprehensive financial planning and advisory services to clients.
  • Develop and implement personalised investment strategies aligned with clients' financial goals
  • Maintain and grow a client portfolio through proactive relationship management
  • Stay abreast of industry trends, regulatory changes, and investment opportunities

Represent and promote Liberty's suite of leading financial products and services

  • Provide comprehensive financial planning and advisory services to clients.
  • Develop and implement personalised investment strategies aligned with clients' financial goals
  • Maintain and grow a client portfolio through proactive relationship management
  • Stay abreast of industry trends, regulatory changes, and investment opportunities

Desired Experience & Qualification

  • Matric
  • Driver's licence, own transport and a laptop essential
  • a Diploma / Degree / RE5 / NQF5 an advantage
  • Minimum of 2 -3 years working experience
  • Sales and/or financial experience a definite advantage
  • Excellent communication and interpersonal skills
  • The desire to have your own business
  • A Winning attitude

What We Offer

  • Limitless Earning Potential - Competitive market-related commission structure with a personalised pool-system, and exclusive incentives that reward excellence.
  • Tailored Professional Development - Includes a structured onboarding journey, ongoing learning opportunities and one-on-one mentorship to accelerate your Career.
  • Entrepreneurial Autonomy - Enjoy the freedom to build your own client portfolio, set your own goals, and shape your own success story.
  • Excellent Working Culture - Unmatched culture of Tribe, family ethos, support and mentorship.

Interested? Ready to Elevate your Career?

Please apply online or forward your CV to fuad.adams@liblink.co.za with reference IWCP12525

  • Matric
  • Driver's licence, own transport and a laptop essential
  • a Diploma / Degree / RE5 / NQF5 an advantage
  • Minimum of 2 -3 years working experience
  • Sales and/or financial experience a definite advantage
  • Excellent communication and interpersonal skills
  • The desire to have your own business
  • A Winning attitude
  • Limitless Earning Potential - Competitive market-related commission structure with a personalised pool-system, and exclusive incentives that reward excellence.
  • Tailored Professional Development - Includes a structured onboarding journey, ongoing learning opportunities and one-on-one mentorship to accelerate your Career.
  • Entrepreneurial Autonomy - Enjoy the freedom to build your own client portfolio, set your own goals, and shape your own success story.
  • Excellent Working Culture - Unmatched culture of Tribe, family ethos, support and mentorship.

Desired Experience & Qualification

  • Matric
  • Driver's licence, own transport and a laptop essential
  • a Diploma / Degree / RE5 / NQF5 an advantage
  • Minimum of 2 -3 years working experience
  • Sales and/or financial experience a definite advantage
  • Excellent communication and interpersonal skills
  • The desire to have your own business
  • A Winning attitude

What We Offer

  • Limitless Earning Potential - Competitive market-related commission structure with a personalised pool-system, and exclusive incentives that reward excellence.
  • Tailored Professional Development - Includes a structured onboarding journey, ongoing learning opportunities and one-on-one mentorship to accelerate your Career.
  • Entrepreneurial Autonomy - Enjoy the freedom to build your own client portfolio, set your own goals, and shape your own success story.
  • Excellent Working Culture - Unmatched culture of Tribe, family ethos, support and mentorship.

Interested? Ready to Elevate your Career?

Please apply online or forward your CV to fuad.adams@liblink.co.za with reference IWCP12525

12 May 2025;   from: careers24.com

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