Financial Planner at Liberty Group South Africa

Job Description

Career Opportunity Are you looking for a lucrative career in Financial Services? This is an opportunity for you to work for yourself and manage your own business. No capital needed.... Invest time energy and effort in yourself. Liberty provides you with all the necessary training and infrastructure you need in order to start your business.

Key Performance Areas

•  Marketing the product and convincing the clients.
• Determining clients financial matters and goals
• Thoughtfully absorbing the information about clients
• Provide financial advice on tax and estate planning, retirement planning and investing
• Following up on qualified referrals and sourcing of own business, proactively establishing contact and meeting with potential clients- Conducting financial analysis on each new client
• Providing solutions and making recommendations to clients
• Actively selling and promoting entire suit of products
• Expand business into new markets
• Meet sales targets
• Assuring compliance with laws and company policies and regulations
• Administration of new clients
• Maintaining complete and accurate records

Liberty Offers
Full training and development towards attaining a CFP Qualification Industry leading products- Impressive and uncapped earnings- Defined career path- Ongoing management mentoring

Minimum Requirements

•  Matric / NQF4- Tertiary qualification will be an advantage
• Driver's licence- Own Vehicle
• Clear ITC/Crim record- South African Citizen

Desired skills & characteristics

• Success- and target driven individuals
• Excellent communication skills
• Eagerness to build a career in the Financial Industry
• Adapt to fast-paced environment
• Proven business acumen
• Confident
• Resilient.