Wealth Planner

SUMMARY:
Do you have excellent people skills, an entrepreneurial spirit and sales background or experience in the Finance or Insurance industry? Or do you have a tertiary qualification, the drive & focus to succeed and exposure to a customer service environment? Apply today!

POSITION INFO:

Key Activities:

• Networking and prospecting to establish and maintain long-term client relationships
•  Conduct detailed financial needs analysis and provide professional advice
• Achieve sales targets as a result of financial advice provided
• Create and protect the financial security and wealth of others
• Assist clients in achieving their financial goals and maintain and grow client portfolios
• Create and cultivate long-term client relationships and manage your professional practice
• Remain accredited and up to date with relevant market and industry related subjects

Required Experience, Skills & Qualifications :

• Tertiary qualification is desirable. (Qualifications in Finance; Accounting; Banking; Marketing or Business Management are a strong advantage)
• Proven track record in sales is an advantage
• Own vehicle and valid driver’s license is essential
• Clear credit and criminal record required
• Ability to work independently
• Able to network, prospect and build relationships 
• Career driven person with strong entrepreneurial drive

Interested?

You will be provided with:

ï‚· Opportunity to establish yourself as a financial professional and build your own
practice under the Liberty brand
ï‚· Opportunity to further your studies
ï‚· Supportive environment to allow you to focus on providing excellent customer service and growing your client base
ï‚· Above average commission based income and perks
ï‚· Full training and mentorship
ï‚· Corporate environment and big company presence, branding and advertising,
marketing material, IT and admin support, product specialists etc.
ï‚· Continuous and on-going In-house training and development
ï‚· Recognition - monthly and annual incentives and rewards
ï‚· Opportunities for advancement and growth

NB! This job is now closed. You can apply for other jobs by uploading your CV.