Wealth Planner — Client-Facing Growth Pro

Liberty Group; Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in Pretoria seeks an entrepreneurial individual to become a financial professional. The role involves providing holistic financial planning advice to both private and business clients. Successful candidates should have a strong background in sales, possess excellent people skills, and be able to work independently. Required qualifications include Matric and, ideally, a tertiary qualification. An own vehicle and valid driver's license are essential for this sales-focused position.

Qualifications

• Tertiary qualification is an advantage, Matric is required.
• Proven track record in external or outbound sales is highly beneficial.
• Own vehicle and valid driver's license are essential.
• Ability to work independently and possess strong technology skills.

Responsibilities

• Provide holistic financial planning advice to clients.
• Meet clients in person for consultations.

Skills

People skills

Sales experience

Networking ability

Independent work

Technological literacy

Education

Tertiary qualification

Matric

Job description

A leading financial services provider in Pretoria seeks an entrepreneurial individual to become a financial professional. The role involves providing holistic financial planning advice to both private and business clients. Successful candidates should have a strong background in sales, possess excellent people skills, and be able to work independently. Required qualifications include Matric and, ideally, a tertiary qualification. An own vehicle and valid driver's license are essential for this sales-focused position.