Wealth Planner (Liberty Group)

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

Are you an entrepreneurial, career driven individual with excellent people skills?

Liberty will train the successful candidate to become a financial professional.

Provide holistic financial planning advice to private and business clients by identifyi...

Requirements

• Tertiary qualification is an advantage, Matric is required.
• Proven track record in external sales / outbound sales is highly beneficial.
• Own vehicle and valid driver's license is essential.
• Own laptop and strong computer / technological literacy
• Ability to work independently
• Able to network, prospect and build relationships.
• Clear credit and criminal record is important.
• Career driven person with strong entrepreneurial drive

Please note : This is a sales focused role that will require you to meet clients in person.

#J Ljbffr