Description:
The future of the financial planner career in South Africa is strong, with growing demand and evolving roles that leverage technology to enhance human-centered, holistic advice. The industry is shifting from a sales-focused, product-centric model to one that prioritizes a comprehensive and empathetic coaching approach to help clients manage their financial well-being.
If this sounds like the career for you, keep reading...
Are you entrepreneurial, ambitious and great with people?
Liberty is looking for driven individuals ready to build a serious career in financial advice. We’ll train and develop you into a trusted Financial Professional while you grow your own client base in an environment where your earning potential is entirely performance-driven.
Opportunities for further studies and career advancement.
What You’ll Do:
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Build and manage your own pipeline through networking and prospecting
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Meet private & business clients face-to-face and give tailored financial planning advice
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Identify insurance, investment and risk needs
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Recommend solutions based on each client’s goals
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Educate clients on insurance, medical aid, investments and corporate benefits
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Maintain long-term client relationships and handle queries professionally
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Source new business from existing clients and referrals
This is a client-facing, sales-focused role – you must be comfortable meeting clients in person. This role is ideally suited to individuals who are motivated by performance-based earnings, where effort equals reward.
Requirements:
-
Build and manage your own pipeline through networking and prospecting
-
Meet private & business clients face-to-face and give tailored financial planning advice
-
Identify insurance, investment and risk needs
-
Recommend solutions based on each client’s goals
-
Educate clients on insurance, medical aid, investments and corporate benefits
-
Maintain long-term client relationships and handle queries professionally
-
Source new business from existing clients and referrals
- Sales: 1 to 2 years
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Tertiary qualification highly beneficial, Matric is required
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External/outbound sales experience is a strong advantage
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Own vehicle, driver’s licence, and laptop ( non negotiable )
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Tech-savvy, independent working ability and able to build relationships
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Clear credit and criminal record (checks will be done)
-
Ambitious, entrepreneurial and career-driven
-
Strong intellectual/analytical skills required
-
Tertiary qualification highly beneficial, Matric is required
-
External/outbound sales experience is a strong advantage
-
Own vehicle, driver’s licence, and laptop ( non negotiable )
-
Tech-savvy, independent working ability and able to build relationships
-
Clear credit and criminal record (checks will be done)
-
Ambitious, entrepreneurial and career-driven
-
Strong intellectual/analytical skills required