Wealth Planner (Liberty - Standard Bank Group)

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

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.