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  • Financial Planner - West Rand - Liberty Standard Bank Group

    Liberty Standard Bank Group
    Liberty Standard Bank Group West Rand

    3 weeks ago

    Default job background
    Sales
    Description

    Job Summary

    A Financial Planner plays a vital role in helping individuals take control of their financial futures. We are seeking motivated, professional, and driven individuals to join our team as Financial Planners at Liberty.

    About the Role

    As a Financial Planner, you will be responsible for building relationships with clients, providing objective professional advice on their needs, and building a long-term professional practice. You will also provide excellent ongoing customer service and stay up-to-date with industry trends and legislation.

    Key Responsibilities:

    • Build relationships with clients to understand their financial needs and goals
    • Provide objective professional advice on client needs, taking into account their risk tolerance, investment objectives, and time horizon
    • Build a long-term professional, profitable practice by identifying and pursuing new business opportunities
    • Provide excellent ongoing customer service to clients, responding promptly to their inquiries and resolving any issues that may arise
    • Stay abreast of industry trends and legislation, updating clients accordingly and ensuring compliance with relevant regulations

    Requirements

    To be successful as a Financial Planner at Liberty, you will need:

    • A matric certificate and valid South African ID number
    • At least 2 years of sales experience
    • RE Certificate (if you have more than 2 years of experience in the industry)
    • An own reliable car (non-negotiable) and a valid driver's license
    • A clear credit and criminal record

    Career Advancement

    As a Financial Planner at Liberty, you will have the opportunity to advance your career and achieve success through our world-class training and accreditation programs. You will receive ongoing support and guidance to help you build a successful and fulfilling career.

    About Liberty

    Liberty is a leading insurance and financial services company that offers a range of products and services to individuals and businesses. We are committed to providing exceptional customer service and building strong relationships with our clients.

    What We Offer

    We offer a competitive salary and benefits package, as well as opportunities for career advancement and professional development. If you are a motivated and driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.


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