Financial Planner And Advisor - Long Term Insurance

Liberty Standard Bank Group; Mbombela; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Liberty Standard Bank Group seeks driven financial advisors to join their wealth planning division. Candidates will provide strategic financial advice, develop solid financial plans, and build client relationships. Full training is provided along with uncapped commission benefits and incentives.

Benefits

Full training offered

Uncapped commission benefits

Incentives

Qualifications

• Minimum Matric required, tertiary education is an advantage.
• At least 2 years of sales experience required.
• Compliance qualifications mandatory for experienced candidates.

Responsibilities

• Provide strategic advice on financial products and services.
• Assess clients' financial situations and develop plans.
• Cultivate a client base and build professional relationships.

Skills

Sales

Client Relationship Management

Financial Planning

Networking

Education

Matric

Tertiary education (advantage)

Tools

Laptop

Driver's License

Own Car

Job description

Liberty is expanding their professional sales force within our wealth planning division.

We are looking for driven, ambitious individuals who want to join the Advisory profession and build a practice for themselves under the Standard Bank / Liberty Group.

Full training offered.

Uncapped commission benefits and incentives.

Responsibilities:

1. Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments).
2. Assess clients' overall financial picture, understand their needs, and develop a solid financial plan.
3. Guide clients towards profitable and secure financial decisions.
4. Cultivate a client base and build win-win relationships.
5. Network, generate leads, and seize opportunities to sell mutual funds, stocks, bonds, etc., to meet sales quotas.
6. Keep abreast of industry trends and research the market to support financial consulting.
7. Oversee the progress of financial plans and update them as necessary to ensure profitability.
8. Comply with all industry rules and regulations.
9. Liaise with providers, solicitors, valuers, and other professionals.

Minimum requirements:

• Matric
• Tertiary education is an advantage
• If experienced in the field, all compliance qualifications are a must
• At least 2 years of sales experience
• Laptop
• Driver's license
• Own car
• Network of clients

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