Strategic Financial Planning Consultant
2 weeks ago
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 RoleAs 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
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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