Wealth Planner (Liberty - Standard Bank Group)

Liberty; Durban; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Liberty is seeking an entrepreneurial, career-driven individual to join as a financial professional. The role includes training to provide holistic financial planning advice to private and business clients, identifying needs and offering suitable solutions.

This sales-focused position requires meeting clients in person, networking to build relationships, and a drive to achieve targets. A vehicle, license, and strong computer literacy are essential for success in this Durban-based role.

Qualifications

• Matric is required.
• Tertiary qualification is an advantage.
• Own vehicle and valid driver’s license is essential.
• Own laptop and strong computer 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.

Responsibilities

• Meet clients in person as a sales-focused role requires.
• Provide holistic financial planning advice to private and business clients.
• Identify client needs and propose suitable financial solutions.
• Develop and nurture long-term relationships with clients and prospects.

Skills

External sales

Driver's license

Computer literacy

Independent worker

Networking

Prospecting

Relationship building

Entrepreneurial drive

Education

Matric is required

Tertiary qualification is an advantage

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 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.