Insurance Sales - Financial Planning And Advising

Liberty Standard Bank Group; Mbombela; On-site; ZAR 240,000 - 600,000; Full time

Job summary

Join a leading financial institution as a Financial Planner, where you'll play a crucial role in helping clients achieve their financial goals. With exceptional earning potential and comprehensive support for your professional growth, this opportunity is ideal for driven individuals looking to establish a rewarding career in financial planning.

Benefits

Great leadership and mentorship offered.

Uncapped earning opportunities.

Qualifications

• 2 years of sales experience required.
• FAIS qualification is an added advantage.
• Own car, driver's license, and a network of clients are necessary.

Responsibilities

• Understand clients' financial needs and provide tailored advice.
• Manage and update client portfolios regularly.
• Build and maintain a client base.

Skills

Client Management

Financial Analysis

Sales Skills

Portfolio Management

Communication

Education

Matric

Job description

Do you have a passion for Financial Planning, looking to get into this amazing profession and building up your own professional practice?

For more than six decades, weve helped you dream of it, plan for it, deal with it.

Weve been in it with you.

All of it.

This role enables a driven and ambitious individual to become a trained Financial Planner Excellent uncapped earning opportunity.

Great Leadership and mentorship offered.

Understand clients financial needs Determine clients expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance Answer clients questions and address concerns Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals Regularly review clients bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.

Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.

Manage and regularly update clients portfolios.

Building and maintaining your client base.

This is a FAIS role Matric 2 years Sales experience RE 5, FAIS qualification an added advantage but not essential Own car Drivers License Laptop Network of clients

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