Financial Freedom Consultant
5 days ago
Liberty Standard Bank Group 2 is a forward-thinking organization that empowers individuals to achieve financial independence.
Job DescriptionWe 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
- 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
- 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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