Professional Insurance Planner

2 weeks ago


Johannesburg, Gauteng, South Africa Liberty Full time

About the Role

This position offers an excellent opportunity to become a trained Financial Planner and work with Liberty, a leading Pan-African financial services company.

The ideal candidate will have a strong sales background, excellent communication skills, and a passion for helping clients achieve their financial goals.

Key Responsibilities:



  • Understand clients' financial needs


  • Determine clients' expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance


  • Answer clients' questions and address concerns


  • Give advice to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals


  • Regularly review clients' bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.


  • Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.


  • Manage and regularly update clients' portfolios.


  • Building and maintaining your client base. This is a FAIS role

Requirements:



  • Matric


  • 2 years Sales experience


  • RE 5, FAIS qualification an added advantage but not essential


  • Own car


  • Drivers License


  • Laptop


  • Network of clients

Join a team with a rich history and a commitment to helping people achieve their financial goals.



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