Where

Wealth Strategist

Liberty Standard Bank Group
Cape Town Full-day Full-time

Description:

Do you have a talent for sales and relationship building? – Build a Powerful Career with Liberty!

Are you a high-performing sales professional looking for your next big move? At Liberty , we don’t just offer jobs — we launch careers with purpose.

Join a winning team that empowers South African people and businesses to achieve financial freedom. You’ll use your sales expertise to make a real impact while building a future you can be proud of.

What’s in it for you?
✅ World-class training & mentorship
✅ Ongoing support to fast-track your success
✅ Unlimited earning potential & career growth

If you have a proven sales track record and the ambition to thrive in a respected, future-focused industry — we want to hear from you .

Apply now and turn your drive into long-term success!

Key Activities:

Source, develop and cultivate your own client base by networking, prospecting and attending corporate events

  • Network and prospect to source new clients; Secure new business from retained clients and by means of referrals
  • Meet clients in person to provide them with financial planning advice and solutions
  • Identify a client's insurance and investment needs, risks, shorfalls and personal circumstances, income requirements, savings requirements, individual goals etc.
  • Make recommendations and provide advice based on each clients’ unique situation
  • Manage, maintain and strengthen client relationships
  • Resolve client concerns, queries and/or complaints
  • Remain accredited and fit and proper

Requirements:

  • Network and prospect to source new clients; Secure new business from retained clients and by means of referrals
  • Meet clients in person to provide them with financial planning advice and solutions
  • Identify a client's insurance and investment needs, risks, shorfalls and personal circumstances, income requirements, savings requirements, individual goals etc.
  • Make recommendations and provide advice based on each clients’ unique situation
  • Manage, maintain and strengthen client relationships
  • Resolve client concerns, queries and/or complaints
  • Remain accredited and fit and proper
  • Sales: 1 to 2 years
  • Tertiary qualification is a strong advantage, Matric is essential.
  • Previous full time working experience is required
  • Proven track record in sales or strong client engagement is required
  • Own vehicle and driver's license is non-negotiable
  • Ability to work independently but also as part of a larger team
  • Able to network, prospect and build relationships
  • Clear credit and criminal record is important
  • Career driven person with strong entrepreneurial drive (if you are an ambitious entrepreneur this is for you)
  • Tertiary qualification is a strong advantage, Matric is essential.
  • Previous full time working experience is required
  • Proven track record in sales or strong client engagement is required
  • Own vehicle and driver's license is non-negotiable
  • Ability to work independently but also as part of a larger team
  • Able to network, prospect and build relationships
  • Clear credit and criminal record is important
  • Career driven person with strong entrepreneurial drive (if you are an ambitious entrepreneur this is for you)
13 May 2025;   from: careers24.com

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