Strategic Financial Planning Consultant

2 weeks ago


Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time

We are Liberty, a leader in the long-term insurance market. Our purpose is to secure the future dreams and aspirations of our clients.

About This Role

As a key member of our dynamic team, you will play a crucial role in helping clients achieve their financial objectives.

Key Responsibilities:
  • Develop customized financial plans tailored to individual client needs
  • Analyze client data to provide expert advice on investment opportunities
  • Maintain and expand existing relationships with clients
  • Identify new business prospects and capitalize on them
What We Offer

At Liberty, we pride ourselves on providing a unique value proposition that includes:

  • Ongoing mentorship and support from experienced professionals
  • Comprehensive induction training and continuous learning opportunities
  • A competitive commission structure and various incentive programs
  • A collaborative and dynamic work environment
  • Group benefits and access to our Educational Trust for further education and development

We are seeking individuals who possess strong entrepreneurial skills, a valid driver's license, and a laptop. Relevant tertiary qualifications and an established network of clients would be advantageous. If you have a passion for the finance industry and a drive to succeed, we encourage you to apply.



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