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  • Financial Planner - West Rand - Liberty Standard Bank Group

    Liberty Standard Bank Group
    Liberty Standard Bank Group West Rand

    1 month ago

    Default job background
    Accounting / Finance
    Description

    Liberty is a leading insurance brand and top employer for career growth.

    Our Purpose

    We secure the future dreams, aspirations, and plans of individuals and their loved ones by delivering on our promise to be every customer's most trusted Insurance partner.

    About the Role

    We are seeking Financial Planners/Advisors to join our dynamic team of professionals where great potential is revealed, growth is inevitable, and performance excellence is recognized.

    Key Responsibilities:

    • Create a client portfolio and build a professional practice under the Liberty Brand
    • Conduct a financial needs analysis to determine client needs and provide appropriate financial advice
    • Develop and advise on strategies to help clients achieve financial freedom
    • Maintain compliance requirements in the sales process
    • Achieve set targets on production and quality of business
    • Prioritize excellent service delivery to each client
    • Establish ongoing client relationships and monitor financial portfolios
    • Stay informed about legislative changes and industry developments

    What We Offer

    We provide mentorship opportunities, induction training, and continuous learning and development. Ongoing business development support from experienced professionals helps you succeed and establish a successful career in finance.

    You will have the opportunity to work independently with flexibility, enjoy above-market commission-based income, and benefit from company benefits and rewards.

    Requirements

    We are looking for candidates with a National Senior Certificate and degree or diploma (advantageous). Experience in sales, strong networking and influencing skills, decision-making abilities, and target-driven orientation are essential.

    Candidates must possess passion for people, the insurance industry, and sales. Strong networking and relationship-building skills are required to succeed in this role.


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