Wealth Planner (Training provided)

Liberty

  • Pretoria, Gauteng
  • Permanent
  • Full-time
  • 23 days ago
Drive Your Success with LibertyAt Liberty, we dont just hire we select top talent with the ambition to win. Our people are our competitive edge, and were looking for driven sales professionals to help us deliver financial freedom to individuals and businesses across South Africa.The Opportunity
As a Liberty Financial Planner, your mission is to grow a thriving client portfolio while helping people secure and build their financial futures. Youll receive comprehensive training, expert mentorship, and ongoing support but your success will be powered by your sales drive, networking skills, and determination to close deals.What Youll DoGenerate New Business: Actively network, prospect, and engage potential clients through events, referrals, and direct outreach.Consult & Advise: Meet with clients to understand their goals and provide tailored financial solutions.Sell with Purpose: Offer expert guidance on investments, insurance, estate planning, and savings while identifying growth opportunities.Build Client Loyalty: Nurture long-term relationships with exceptional service and trust.Stay Ahead: Keep your knowledge sharp, meet compliance requirements, and deliver consistent high performance.If youre target-driven, people-focused, and ready to take ownership of your earning potential, Liberty will give you the support, platform, brand, and tools to succeed.
  • Sales experience with a proven track record.
  • A Natural Networker who thrives on building relationships and seizing opportunities.
  • A Goal-Getter with entrepreneurial energy and career ambitions.
  • A Self-Starter with the ability to work solo and also shine in a team.
  • Excellent communication skills in English
  • Qualifications: Tertiary qualifications are a big advantage (Matric is essential)
  • Non-negotiable requirement: You must have a car and a valid drivers license to be eligible for this role
  • Own laptop is essential
  • Clear credit and criminal record (Non-negotiable)
  • Academic Ability - Liberty will equip you with the knowledge & Accreditations to be the best professional version of yourself!

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