Wealth Planner - Client-Focused Financial Strategist

Liberty; Pretoria; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Liberty in Pretoria is seeking a driven individual to become a financial professional. You will receive comprehensive training and provide holistic financial planning advice to private and business clients, meeting clients in person to build trusted relationships.

Key requirements include matric, driver’s license, own vehicle, laptop, and the ability to work independently while actively networking and prospecting for new clients.

Qualifications

• Matric is required.
• Proven track record in external/outbound sales is advantageous.
• Own vehicle and valid driver’s license are essential.
• Own laptop and strong computer literacy are required.
• Ability to work independently and network/prospect for clients.
• Clear credit and criminal record is important.

Responsibilities

• This is a sales-focused role requiring you to meet clients in person.

Skills

Sales

Networking

Entrepreneurial drive

Independent worker

Communication

Computer literacy

Education

Matric

Tertiary qualification (advantage)

Job description

Liberty in Pretoria is seeking a driven individual to become a financial professional. You will receive comprehensive training and provide holistic financial planning advice to private and business clients, meeting clients in person to build trusted relationships.

Key requirements include matric, driver’s license, own vehicle, laptop, and the ability to work independently while actively networking and prospecting for new clients.