Financial Planner

1 day ago

Rustenburg, South Africa Liberty Standard Bank Group Full time

Liberty is Hiring Financial Planners Liberty is recognized as a leading insurance brand, and a TOP employer to grow your career with. We are driven by a purpose. We secure the future dreams, aspirations, and plans everyone has for themselves and their loved ones, we work to deliver on our promise to be every customer's most trusted Insurance partner. We are looking for Financial Planners / Advisors to join our dynamic team of Professionals, where great potential is revealed, growth is inevitable and where we give recognition for performance and excellent achievements. Become part of this great opportunity now Job Specification: Create a client portfolio and build a professional practice under the Liberty Brand. Conduct a financial needs analysis to determine your clients needs and provide appropriate financial advice. Create and advise on strategies for each client to help them reach their financial freedom. Adhere to compliance requirements in the sales process. Achieve set targets on production and quality of business. Maintaining excellent service delivery to each client. Ongoing client relationship and monitoring their financial portfolio. Keep informed of the changes in legislations and other industry changes. What we offer: We provide excellent mentorships We provide top notch induction training and continuous learning and development On-going business development support by a network of proficient professionals committed to helping you succeed and establish a successful and professional career in the finance industry. An opportunity to work for yourself and manage your own business, with flexibility. Various Rewards & Recognition for outstanding performance Above market related commission-based income and large company benefits Various Business Initiatives Group benefits Great working environment And many more What We are Looking For in candidates: National Senior Certificate Degree / Diploma will be an advantage Criminal and Credit Clear Experience in Sales Strong Networking and Influencing skills Decision Making skills Target Driven People Orientated RE5 or Financial Advising qualification would be an advantage Professional Communicating skills FAIS compliant Time Management skills The ideal candidate must have passion of people, passion for the insurance industry and Sales. The ability to Network and build relationships with clients.

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