Financial Planner with Liberty
- West Rand, Gauteng
- Permanent
- Full-time
where we want to be in life. Joining a team of winners, you will set up your own business practice within one of the most dynamic and respected companies in South Africa.Job Description· To sell Liberty products in a professional manner enabling Agency and Entrepreneurs Distributions in achieving its strategic vision & therefore meeting targets profitably.· To prospect for clients/ to obtain leads to secure appointments - daily activity.· To conduct a professional FNA to make needs based recommendation that could lead to a sale.· To achieve sales targets as set out by Liberty.· To build relationships with clients so that consultant wins confidence, credibility and trust.· Elicit information to maximize the effectiveness of a clients portfolio. To secure 2nd appointment.· To give objective professional advice on clients needs.· To portray the appropriate propriety in their target market.· To meet all legislative requirements.· To remain accredited and up to date with relevant market & industry related subjects.· To remain adequately equipped and knowledgeable regarding the latest technology.· To build a long-term professional, profitable practiceMinimum RequirementsMust be a SA citizen or Permanent Resident, must have a valid 13 digit ID number that is checked by MIE.A minimum matric/ grade 12 qualification or equivalent as defined by SAQA.If the individual has 5 years' experience in the industry - as per DOFA date, then the relevant NQF 5 qualification appliesIf the individual has 2 years' experience in the industry - as per the DOFA date, the RE qualification applies.Valid SA drivers licenceReliable motor vehicleSA income tax number.No criminal recordCredit clear
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