Where

Wealth Planner (Sales & Advice)

Liberty Standard Bank Group
Bloemfontein Full-day Full-time

Description:

Are you a people person with a passion for sales and a drive to build your own success?
Do you present yourself professionally, thrive on earning trust, and have the ambition to build a rewarding career? If so, we want to hear from you.

We’re looking for entrepreneurial individuals with strong people skills and a sales background to become trusted financial professionals.

What you’ll do:

  • Network and prospect to secure new clients
  • Help clients understand their financial goals and create clear, actionable plans to reach them

  • Project future outcomes based on their savings and investments

  • Recommend adjustments and products to protect against life’s uncertainties

  • Support retirement planning and long-term financial security

  • Guide both individuals and businesses in making smart, informed financial decisions

You'll also:

  • Work closely with business clients to shape financial strategies that support sustainable growth

  • Be part of a respected team with ongoing support and training

  • Build a career that offers real purpose, personal development, and long-term earning potential

Ready to take your sales skills to the next level?
Apply today and help clients build the financial future they deserve.

Requirements:

  • Network and prospect to secure new clients
  • Help clients understand their financial goals and create clear, actionable plans to reach them

  • Project future outcomes based on their savings and investments

  • Recommend adjustments and products to protect against life’s uncertainties

  • Support retirement planning and long-term financial security

  • Guide both individuals and businesses in making smart, informed financial decisions

  • Work closely with business clients to shape financial strategies that support sustainable growth

  • Be part of a respected team with ongoing support and training

  • Build a career that offers real purpose, personal development, and long-term earning potential

Requirements for this role:

Minimum Qualifications :

Matric (essential)

Desired Qualifications:
Commercial/Business Degree or Diploma (highly advantageous)

Other essential Requirements :

Clear Credit record
Clear Criminal Record
Own Transport and Drivers License essential

Personality Traits & Skills required for this role :

Prospecting and Networking skills

Academic ability

Proven Sales Ability

Ability to work independently but as part of a bigger team

Fluency in spoken and written English (fluency in additional SA langauges in beneficial)

11 Jul 2025;   from: careers24.com

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