Client-Facing Financial Planner & Relationship Builder

Liberty; Pretoria; Presencial; ZAR 240.000 - 360.000; Jornada completa

Descripción de la vacante

Liberty in Pretoria seeks a driven Financial planning specialist to assess the financial needs of individuals and businesses, and to build lasting relationships with clients.

The role focuses on identifying opportunities, delivering tailored financial guidance, and working independently to meet targets within a dynamic environment. A proactive, entrepreneurial mindset and strong interpersonal skills are essential for success.

Formación

• Tertiary qualification is highly preferable (Matric is essential).
• A minimum of three years’ full-time working experience in a client facing environment
• Previous experience in external / outboundsales is an advantage
• Own vehicle and valid driver's license is a non-negotiable requirement.
• Ability to network, prospect and build relationships
• Ability to work independently
• Clear credit and criminal record is needed
• Career driven person with strong entrepreneurial drive and excellent interpersonal skills

Responsabilidades

• Assess financial needs of individuals and businesses.
• Prospect and network to build relationships with potential clients.
• Work independently to achieve business targets.

Conocimientos

Client relationship building

Networking

Prospecting

Independent worker

Sales aptitude

Educación

Matric (essential)

Tertiary qualification preferable

Descripción del empleo

Liberty in Pretoria seeks a driven Financial planning specialist to assess the financial needs of individuals and businesses, and to build lasting relationships with clients.

The role focuses on identifying opportunities, delivering tailored financial guidance, and working independently to meet targets within a dynamic environment. A proactive, entrepreneurial mindset and strong interpersonal skills are essential for success.