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Financial Planner With Liberty
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Financial Planner With Liberty
Job summary
A leading South African financial services provider is looking for a Financial Planner. In this role, you will sell financial products and build lasting relationships with clients, ensuring they have tailored financial plans. The ideal candidate must be a South African citizen or Permanent Resident with at least a Matric/Grade 12 qualification, a valid driver's license, and a clean credit record. This position offers an opportunity to grow a profitable practice within a respected company.
Qualifications
- South African citizen or Permanent Resident with a valid ID number.
- Valid South African driver's license and reliable motor vehicle.
- Good credit history and no criminal record.
Responsibilities
- Sell Liberty products to achieve strategic vision and targets.
- Prospect for clients and secure appointments daily.
- Conduct professional financial needs analysis and make recommendations.
- Build long-term relationships with clients for trust and credibility.
- Meet all legislative and accreditation requirements.
Skills
Education
Financial Planner Liberty As a leading South African financial services provider, Liberty serves individual, business and institutional clients and we have developed a unique platform to continue to strengthen our leadership position. It is important for everyone to have a financial plan in place that leads us to where we want to be in life. Joining a team of winners, you will set up your own business practice within one of the most dynamic and respected companies in South Africa. Job Description
- To sell Liberty products in a professional manner enabling Agency and Entrepreneurs Distributions in achieving its strategic vision & therefore meeting targets profitably.
- To prospect for clients / to obtain leads to secure appointments - daily activity.
- To conduct a professional FNA to make needs based recommendation that could lead to a sale.
- To achieve sales targets as set out by Liberty.
- To build relationships with clients so that consultant wins confidence, credibility and trust.
- Elicit information to maximize the effectiveness of a clients portfolio. To secure 2nd appointment.
- To give objective professional advice on clients needs.
- To portray the appropriate propriety in their target market.
- To meet all legislative requirements.
- To remain accredited and up to date with relevant market & industry related subjects.
- To remain adequately equipped and knowledgeable regarding the latest technology.
- To build a long-term professional, profitable practice Minimum Requirements Must be a SA citizen or Permanent Resident, must have a valid 13 digit ID number that is checked by MIE. A minimum matric / grade 12 qualification or equivalent as defined by SAQA. If the individual has 5 years' experience in the industry - as per DOFA date, then the relevant NQF 5 qualification applies If the individual has 2 years' experience in the industry - as per the DOFA date, the RE qualification applies. Valid SA drivers licence Reliable motor vehicle SA income tax number. No criminal record Credit clear
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.