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Financial Planner (Training provided)

Durban
Salary: Market Related
Job Type: Permanent
Sectors: Banking Call Centre Sales
Benefits: Medical Aid Pension Bonus Training Group Life cover and more
Reference: FPDbn12/24

Apply before Feb 01 2025 | 60 Days left

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Vacancy Details

Employer: Liberty Standard Bank Group

Turn Up the Heat with Liberty:

We don’t settle for average – at Liberty, we recruit only the elite. Why? Because we know our people are our ultimate edge. Join our powerhouse network of winners driving financial freedom for individuals and businesses across South Africa.

Your Role:
As a Liberty Financial Planner, you'll do more than just sell – you'll empower people to take control of their financial future and grow their wealth. With full training, mentorship, and support, we’ll back you every step of the way as you launch an unstoppable career in professional finance.

Key Activities:

Pursue New Business: Build your client base through networking, prospecting, and connecting at high-profile events.

Be the Go-To Financial Planner: Meet clients face-to-face, unpack their goals, and design financial solutions tailored to their needs.
Seal the Deal: Offer expert advice on financial planning, insurance, investments, wills and savings while identifying risks and opportunities.
Build Long-Term Relationships: Maintain, grow, and protect your clients with world-class service and unwavering professionalism.
Stay Ahead of the Game: Keep your skills sharp, stay compliant, and always bring your A-game.

Required Skills

Sales: 2 to 3 years

Candidate Requirements

A Sales Superstar with a proven track record.
A Natural Networker who thrives on building relationships and seizing opportunities.
A Goal-Getter with entrepreneurial energy and career ambitions.
A Self-Starter with the ability to work solo and also shine in a team.
Excellent communication skills in English
Qualifications: Tertiary qualifications are a big advantage (Matric is essential)
Own vehicle, driver’s license (this is non-negotiable)
Clear credit and criminal record (Non-negotiable)
Academic Ability - Liberty will equip you with the knowledge & Accreditations to be the best professional version of yourself!