Insurance Sales Professional

3 weeks ago


Rosebank, Western Cape, South Africa Liberty Standard Bank Group Full time

Unlock Your Potential as a Financial Planner

At Liberty Standard Bank Group, we're committed to helping our clients achieve their financial goals. As a Financial Planner, you'll play a crucial role in determining clients' financial needs, expenses, income, insurance coverage, and financial objectives. Your expertise will help clients make informed decisions about their financial futures.

Key Responsibilities:

  • Determine clients' financial needs and goals
  • Understand clients' expenses, income, insurance coverage, and financial objectives
  • Provide advice on insurance coverage, investment planning, and cash management
  • Regularly review clients' financial data to identify areas for improvement
  • Manage and update clients' portfolios
  • Build and maintain a client base

Requirements:

  • Matric qualification
  • 2 years of sales experience
  • RE 5 and FAIS qualification an added advantage
  • Own car and driver's license
  • Laptop and network of clients

About Us:

Liberty Standard Bank Group has been helping our clients achieve their financial goals for over 60 years. We're committed to providing our clients with expert financial planning and advice to help them make informed decisions about their financial futures.


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