- Durban
- Salary: Market Related
- Bonus: Yes
- Commission: Yes
- Job Type: Permanent
- Sectors: Insurance Investment Sales
- Benefits: Medical Aid Pension Training We Provide: Full training, study opportunities and mentorship
- Reference: FP0924Dbn
Vacancy Details
Employer: Liberty Standard Bank Group
Professional Financial Planner
Based in Durban.
Liberty, a leading national financial services organization, is looking to place new talent into their Cape Town team.
We are looking for entrepreneurial, enthusiastic and self-motivated individuals with excellent networking skills and a "can do" attitude. Our elite program offers full training, mentorship- and the opportunity to study towards a post-graduate qualification.
This is the perfect role for Goal orientated,Target driven Individuals who would like to establish a professional career in a corporate environment.
Within this role new business acquisition is vital, and you will need to be able to generate new business via various methods of prospecting and referrals.
Key Activities:
- Networking and prospecting to establish and maintain long-term client relationships
- Conduct detailed financial needs analysis and provide professional advice
- 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
Candidate Requirements
Requirements:
- Tertiary qualification is preferable.
- A minimum of three years’ full-time working experience.
- Previous experience in the finance industry or outbound sales environment is a strong advantage.
- Own vehicle and valid driver's license is a non-negotiable requirement.
- Ability to network, prospect, negotiate and build relationships
- Ability to work independently
- Clear credit and criminal record
- Career driven person with strong commercial acumen and excellent interpersonal skills.
Kindly ensure that your profile matches the above requirements before submitting your application.
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