Financial Freedom Consultant

5 days ago


Pretoria, Gauteng, South Africa Liberty Standard Bank Group 2 Full time
About Us

Liberty Standard Bank Group 2 is a forward-thinking organization that empowers individuals to achieve financial independence.

Job Description

We are seeking a highly motivated and results-driven Financial Freedom Consultant to join our team. As a Financial Freedom Consultant, you will have the opportunity to partner with clients through their life journey, uncovering their financial objectives, and creating plans to fulfill them.

Key Responsibilities:
  • Uncover client financial objectives and create personalized plans to achieve them
  • Develop and maintain strong relationships with clients, understanding their personal situations, financial goals, and future life plans
  • Create uniquely tailored financial plans covering investments, insurance, and retirement planning
Requirements:
  • Grade 12 qualification
  • Clear credit record with no criminal record
  • Entrepreneurial mindset with ability to work independently
  • Exceptional interpersonal skills
  • Established network of clients and ability to prospect for new business
  • Sales ability and tenacity
  • Effective planning, organizing, and time management skills
  • Computer literacy
What We Offer:
  • Competitive estimated salary: $60,000 - $80,000 per annum
  • Fully comprehensive training program and on-going mentoring
  • Licensing by the Financial Services Board
  • A chance to build your own professional and profitable business practice


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