Financial Planner

Liberty Group South Africa; Pretoria; On-site; ZAR 200,000 - 350,000; Full time

Job summary

Liberty Group South Africa is seeking a high-performing sales professional to join their team. This role involves building relationships and providing clients with financial planning and insurance solutions. The company offers extensive training and support, aiming to empower individuals in their career path. Candidates should have a strong sales background, a Matric qualification, and the ability to work independently while contributing to a team.

Benefits

World-class training & mentorship

Ongoing support to fast-track success

Unlimited earning potential & career growth

Qualifications

• Must have a proven track record in sales or strong client engagement.
• Tertiary qualification is a strong advantage; Matric is essential.
• Ability to work independently and as part of a team.

Responsibilities

• Source, develop and cultivate your own client base by networking.
• Provide financial planning advice and solutions to clients.
• Manage and strengthen client relationships, resolving queries.

Skills

Sales expertise

Relationship building

Networking

Financial planning

Education

Tertiary qualification

Matric

Job 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? AtLiberty, we don’t just offer jobs — we launch careers with purpose.

Join a winning team that empowers South African people and businessesto 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.

Key Activities:

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

• Network and prospect to source new clients; Securenew 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, shortfalls and personal circumstances, income requirements, savings requirements, individual goals etc.
• Make recommendations and provide advice based on each clients’ unique situation
• Manage, maintainand strengthen clientrelationships
• Resolve client concerns, queries and/or complaints
• Remain accredited and fit and proper

Requirements:

• 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 isnon-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 arean ambitious entrepreneur this is for you)