- Durban
- Salary: Market Related
- Bonus: Yes
- Commission: Yes, a generous commission structure is offered
- Job Type: Permanent
- Sectors: Insurance Investment Sales
- Benefits: Medical Aid Pension Bonus Training Parking Group Life cover and more
- Reference: FADbn0124
Vacancy Details
Employer: Liberty Standard Bank Group
Start your own professional financial planning practice under the prestigious Standard Bank group 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.
Required Skills
- External Sales Experience: 2 to 3 years
Candidate Requirements
Requirements:
You should be an entrepreneurial individual 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 (compulsory)
- Full Access to a Vehicle (compulsory)
- Laptop and good computer literacy
- Academic ability and willingness to study further
This is a fantastic opportunity that offers career growth and further study, that is also financially rewarding.
14 people have applied for this job. 220 people have viewed this job.
Similar Jobs
Wealth Advisor
- Durban Western Suburbs
- Job Type: Permanent
- Posted 19 Nov 2024 | 11 Days left
Wealth Advisor
- Durban
- Job Type: Permanent
- Posted 19 Nov 2024 | 11 Days left
Financial / Wealth Advisor
- Free State
- Job Type: Permanent
- Posted 19 Nov 2024 | 11 Days left
Financial Adviser
- Umhlanga
- Job Type: Permanent
- Posted 16 Nov 2024 | 8 Days left
More Jobs at Liberty Standard Bank Group
Wealth Advisor
- Bloemfontein
- Job Type: Permanent
- Posted 07 Jan 2025 | 61 Days left
Financial Planner - Entrepreneur
- Western Cape
- Job Type: Permanent
- Posted 07 Jan 2025 | 60 Days left
Financial Planner
- Durban
- Job Type: Permanent
- Posted 06 Jan 2025 | 59 Days left
Wealth Planner
- KwaZulu-Natal
- Job Type: Permanent
- Posted 18 Dec 2024 | 40 Days left