Strategic Financial Planner

16 hours ago


Umhlanga, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time
About the Role

Elevate your career by joining Liberty Standard Bank Group 2 as a Strategic Financial Planner. In this dynamic role, you will craft inventive insurance plans that not only protect assets but also unlock hidden opportunities.

Responsibilities:
  • Prospect for new business to drive growth and expansion.
  • BUILD LONG-LASTING RELATIONSHIPS with clients, fostering trust and loyalty.
  • Conduct in-depth financial needs analysis to provide personalized advice and guidance.
  • Develop and implement tailored financial strategies to meet clients' evolving needs.
Key Skills and Qualifications
  • MATRIC (GRADE 12) or NQF level 4 qualification is a minimum requirement.
  • RE5 certification is highly advantageous.
  • Candidates must have a clean credit and criminal record.
  • FAIS compliance is essential.
  • A minimum of two years of work experience in sales or marketing is required.
  • Excellent communication skills (verbal and written) are a must.
  • The ability to cope with pressure and maintain a proactive approach is essential.
Estimated Salary: R350,000 - R450,000 per annumBenefits:
  • Accredited training opportunities to enhance your skills and knowledge.
  • Competitive commission earning potential.
  • Passive income creation through successful client relationships.


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