Strategic Financial Planner
16 hours ago
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.
- 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.
- Accredited training opportunities to enhance your skills and knowledge.
- Competitive commission earning potential.
- Passive income creation through successful client relationships.
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