Senior Financial Consultant

1 month ago


Johannesburg, Gauteng, South Africa Liberty Full time

Job Summary at Liberty



We are seeking a skilled and ambitious individual to become a trained Financial Planner in our team at Liberty. This role offers an excellent uncapped earning opportunity and provides great leadership and mentorship.



Key Responsibilities:




  • Understand clients’ financial needs and goals
  • Determine clients’ expenses, income, insurance coverage, and risk tolerance
  • Provide advice on insurance coverage, investment planning, and cash management
  • Regularly review clients’ bank and other accounts to analyze financial data
  • Prepare and interpret financial document summaries and investment performance reports
  • Manage and update clients’ portfolios
  • Build and maintain a client base


Requirements:




  • Matric qualification
  • 2 years sales experience
  • RE 5 and FAIS qualification (added advantage)
  • Own car and valid driver’s license
  • Laptop
  • Network of existing clients


This is a commission-based employment opportunity with uncapped commission paid on every product sold.



Full training will be offered to successful candidates.



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