Career Opportunities for Ambitious Financial Professionals
1 month ago
We are seeking a skilled Financial Planner to join our team at Liberty Standard Bank Group. This is a challenging and rewarding role that will allow you to utilize your financial expertise to make a real difference in the lives of our customers.
About Us:
Liberty Standard Bank Group is a leading insurance brand, recognized as a top employer in the industry. We are driven by a purpose to secure the future dreams, aspirations, and plans of our customers, and we work tirelessly to deliver on our promise to be every customer's most trusted insurance partner.
Salary: The estimated salary for this position is around $60,000 per year, plus commission-based income and benefits.
Job Description:
As a Financial Planner, you will be responsible for creating client portfolios and building professional practices under the Liberty Brand. You will conduct financial needs analyses to determine clients' needs and provide appropriate financial advice. You will also create and advise on strategies to help clients reach their financial freedom, while adhering to compliance requirements in the sales process. Additionally, you will achieve set targets on production and quality of business, maintain excellent service delivery to each client, and monitor their financial portfolio. You will also keep informed of changes in legislation and other industry developments.
Key Responsibilities:
* Create client portfolios and build professional practices under the Liberty Brand
* Conduct financial needs analyses and provide financial advice
* Create and advise on strategies to help clients reach their financial freedom
* Achieve set targets on production and quality of business
* Maintain excellent service delivery to each client
* Monitor clients' financial portfolios and stay informed of industry developments
Requirements:
To be successful in this role, you will need to have a National Senior Certificate, a degree or diploma in a relevant field (advantageous), and experience in sales. You will also need to possess strong networking and influencing skills, decision-making skills, and time management skills. A RE5 or Financial Advising qualification would be an advantage. Furthermore, you will need to be passionate about people, the insurance industry, and sales, with the ability to network and build relationships with clients.
Benefits:
We offer excellent mentorships, top-notch induction training, and continuous learning and development opportunities. We also provide ongoing business development support by a network of proficient professionals committed to helping you succeed and establish a successful and professional career in the finance industry. An opportunity to work for yourself and manage your own business, with flexibility, is also available. Various rewards and recognition programs are in place for outstanding performance, including above-market related commission-based income and large company benefits.
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