Financial Planner

2 weeks ago


Pretoria, Gauteng, South Africa Liberty Full time
Unlock Your Earning Potential

This is an exciting opportunity for a driven and ambitious individual to become a trained Financial Planner at Liberty. As a key player in our team, you will have the chance to work with clients, understand their financial needs, and provide expert guidance to help them achieve their goals.

Key Responsibilities:
  • Determine clients' expenses, income, insurance coverage, and financial objectives.
  • Answer clients' questions and address their concerns.
  • Provide advice on insurance coverage, investment planning, and cash management.
  • Regularly review clients' financial data to understand if changes are necessary.
  • Prepare and interpret financial document summaries and income projections.
  • Manage and update clients' portfolios.

Requirements:
  • Matric certificate.
  • 2 years of sales experience.
  • Own car and driver's license.
  • Laptop and network of clients.

What We Offer:
  • Great leadership and mentorship.
  • Uncapped earning opportunity.

About Us:
Liberty has been in business for over 60 years, helping clients achieve their financial goals. We are committed to providing excellent service and support to our clients and employees.
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