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 is seeking an entrepreneurial individual to join as a financial professional in Pretoria. The role focuses on providing holistic financial planning advice to private and business clients. Ideal candidates should have a strong background in sales, excellent people skills, and the ability to work independently. A Matric qualification is required, with a tertiary qualification preferred, along with a valid driver's license and own vehicle for this sales-focused role.

Qualifications

• Strong background in sales required.
• Possess excellent people skills and ability to work independently.
• Valid driver's license and own vehicle essential.

Responsibilities

• Provide holistic financial planning advice to clients.

Skills

Sales experience

Excellent people skills

Ability to work independently

Education

Matric

Tertiary qualification (preferred)

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.
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