Financial Planning Specialist
3 days ago
We invite talented individuals to join The Liberty Standard Bank Group as a Financial Planning Specialist. This is an exciting opportunity to forge a career in the financial services industry and make a real impact on people's lives.
Key Responsibilities:
- Assess and advise clients on their investment and insurance needs, providing expert guidance to help them achieve their short, medium, and long-term financial goals.
- Evaluate client information to provide a comprehensive understanding of their financial situation and develop tailored recommendations to meet their needs.
- Foster strong professional relationships with stakeholders, leveraging your exceptional communication and interpersonal skills to build trust and confidence.
About Us:
The Liberty Standard Bank Group is a forward-thinking organization that values collaboration and entrepreneurial spirit. We offer a dynamic work environment where professionals can grow and thrive.
Requirements:
- Completed post-matric qualification in marketing, business, law, economics, investments, risk management, or similar field.
- Strong sales and marketing background, which will accelerate your success in this role.
- Clear credit rating and no criminal record.
- Own vehicle and driver's license.
Benefits:
- R10000.00 start-up stipend (for new entrants only).
- 70% uncapped commission.
- Corporate benefits, including medical aid.
- Professional accredited training and development opportunities.
Compensation: R12,000 per month (estimated based on industry standards). Join us and discover a fulfilling career that aligns with your passions and strengths.
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