Wealth Planner

SUMMARY:
At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day.

POSITION INFO:

An entrepreneur is the pioneer of their own businesses assuming all the risks and rewards. Let Liberty reward your empire-building spirit by taking away all the risks and providing you with the tools, training, and support to reap the rewards.

Start your own professional financial planning practice under the prestigious Liberty brand.

Key Activities:

Provide an advice-based approach to financial solutions

• Network and prospect to source clients.
• Set up and attend client meetings.
• Provide financial planning and investment advisory services.
• Present investment strategies.
• Develop and execute retirement plans.
• Implement risk management and tax planning strategies.
• Coordinate estate planning.
• Manage client relationships.
• Identify and cultivate new clients.
• Develop and grow a book of business.

Requirements:

You should be an entrepreneur with a business oriented mind-set, an effective communicator, analytical, meticulous, and customer-oriented who will meet or exceed established sales goals, while meeting individual client needs and complying with pertinent policies and regulations. You will need to have ambition, drive and perseverance.

• Matric is an entry level requirement but a tertiary qualification is preferred
• Clear credit record
• Clear criminal record
• Drivers Licence
• Full Access to a Vehicle
• Laptop and good computer literacy
• Academic ability and willingness to study further

Determine your own income directly related to your efforts

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