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  • Posted: Mar 20, 2025
    Deadline: Not specified
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  • Welcome to The Next Generation of Insurance & Wealth Creation Professionals. With over 100 years'​ of industry management experience dedicated to your personal success, structured development paths and mentorship programs; there is no better platform available in the market for new entrants. If building your own professional and profitable business prac...
    Read more about this company

     

    Entrepreneur Financial Planner

    DUTIES AND RESPONSIBILITIES:

    • Source clients through networking and referral initiatives. 
    • Build long lasting relationships with clients through excellent ongoing client services
    • Give objective professional advice based on client needs and objectives
    • Build a long-term professional, profitable business
    • Market and sell the Liberty product range
    • Achieve monthly targets
    • Keeping abreast with industry trends and legislative issues

    MINIMUM REQUIREMENTS (NON NEGOTIABLE)

    • Mathematics and English for Matric
    • Recognized University Degree (Financial Degree would be advantageous)
    • South African Citizen
    • Drivers License and own Reliable Car
    • Own Cellphone and laptop
    • Do not have any previous experience as a Financial Advisor

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