Expert Financial Consultant

4 days ago


Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time
About the Role

As a Financial Planner at Liberty Standard Bank Group, you will play a vital role in helping clients achieve their financial goals. This is an excellent opportunity to join a dynamic team of professionals and grow your career with a leading insurance brand.

Job Description
  • Create and maintain a client portfolio under the Liberty Brand
  • Conduct thorough financial needs analysis to determine clients' requirements and provide tailored advice
  • Develop and advise on strategies for each client to help them achieve financial freedom
  • Maintain compliance with sales process requirements
  • Meet set targets on production and quality of business
  • Provide exceptional service delivery to each client
  • Ongoing relationship management and monitoring of clients' financial portfolios
What We Offer
  • Excellent mentorship opportunities
  • Top-notch induction training and continuous learning and development
  • Ongoing business development support from a network of experienced professionals
  • An opportunity to work independently and manage your own business with flexibility
  • Above-market commission-based income and generous company benefits
  • Various rewards and recognition for outstanding performance
Requirements
  • National Senior Certificate
  • Degree or Diploma in a relevant field would be advantageous
  • Criminal and credit clearance
  • Experience in sales and strong networking skills
  • Decision-making and target-driven abilities
  • Proficient communication skills and time management

The ideal candidate must have a passion for people, the insurance industry, and sales. They should also possess strong networking and influencing skills to build relationships with clients.



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