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Unlock Your Financial Potential as a Liberty Financial Planner

1 month ago

East London, Eastern Cape, South Africa Liberty Standard Bank Group Full time
Liberty Standard Bank Group: A Leader in Wealth Management

We are committed to developing exceptional financial planners who can provide tailored solutions for our clients.

About the Role

We are seeking a highly motivated and results-driven individual to join our team as a Financial Sales Adviser. In this role, you will have the opportunity to work with a diverse range of clients and develop a comprehensive understanding of their financial needs.

Responsibilities
  • Conduct detailed financial needs analysis to identify opportunities for growth and improvement.
  • Develop and implement personalized financial plans that meet the unique needs of each client.
  • Maintain strong relationships with clients through regular communication and ongoing support.
Requirements
  • A tertiary qualification is an advantage, but not essential.
  • A clear ITC/Criminal record and valid driver's license are mandatory.
  • Prior sales experience or a proven competency in sales and persuasiveness is highly desirable.
Benefits
  • A competitive estimated salary of $80,000 - $100,000 per annum.
  • A comprehensive training program to help you achieve industry-specific qualifications.
  • A supportive team environment that fosters growth and development.