Wealth Planner

Liberty

  • Pretoria, Gauteng
  • Permanent
  • Full-time
  • 9 days ago
Be part of our journey as we innovate new ways to help people achieve financial freedom.The successful candidate will be trained and mentored provide holistic financial planning advice to private and business clients.Duties & ResponsibilitiesWere looking for a sales professional with experience bringing in new leads and closing deals. Youll should be an expert relationship-builder and great at listening to clients.
  • Network and prospect to source new clients.
  • Grow and maintain existing client relationships.
  • Maintain, Service & provide holistic financial planning advice to clients.
  • Ensure all FAIS and FICA compliance requirements are met
  • Build and manage your own professional practice under the Liberty brand
  • Tertiary qualification is highly preferential, Matric is essential
  • A minimum of three years full-time working experience in a client facing environment is required.
  • Previous experience in an external sales environment is a very strong advantage.
  • Own vehicle and valid driver's license is a non-negotiable requirement.
  • Own laptop
  • Ability to network, prospect, negotiate and build relationships
  • Ability to work independently
  • Clear credit and criminal record
  • Proactive career driven person with strong business acumen.

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