Financial Planning Executive
2 days ago
Company Overview:
Liberty, a subsidiary of the Standard Bank Group, offers a unique opportunity for driven individuals to join their expanding sales force. With over 60 years of experience in delivering exceptional customer experiences and superior value, Liberty has established itself as an integral part of a universal financial services organisation.
Estimated Salary: R 120,000 per annum
Job Description:
As a Financial Planning Executive, you will be responsible for understanding clients' financial needs, determining their expenses, income levels, insurance coverage, and financial objectives. You will provide advice on insurance coverage, investment planning, cash management, and other areas to help clients reach their financial goals.
Key responsibilities include:
- Understanding clients' financial needs and providing tailored solutions
- Determining clients' expenses, income levels, insurance coverage, and financial objectives
- Providing advice on insurance coverage, investment planning, cash management, and other areas
- Regularly reviewing clients' bank and other accounts to analyse their financial data
- Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients
- Managing and updating clients' portfolios
- Building and maintaining client relationships
Required Skills and Qualifications:
To succeed in this role, you will need:
- Matric qualification
- 2 years of sales experience
- RE5 or FAIS qualification (an advantage but not essential)
Benefits:
As a Financial Planning Executive at Liberty, you can expect:
- Unlimited earning potential with uncapped commission on every sale
- Excellent training and development opportunities
- Mentorship from experienced professionals
- A supportive team environment
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