Financial Planner Position

4 days ago


Sandton, South Africa Progressive IT Resourcing Full time

Progressive IT Resourcing

We are seeking a highly motivated and driven individual to join our fast-paced industry as a Benefits Specialist.

As a Financial Planner, you will have the opportunity to work with a wide range of Liberty's innovative products, including investments, risk, and annuities, that provide security and safety to your clients and their families.

Key Responsibilities
  1. Assist clients in investing for their future and ensuring that their medium- and long-term goals are met.
  2. Work with clients to develop personalized financial plans tailored to their needs and objectives.
  3. Provide exceptional customer service and build strong relationships with clients.
Requirements
  • Maturity and self-motivation.
  • Strong sales, interpersonal, and business development skills and acumen.
  • Experience and a track record in high-performance sales environments.
  • Business and entrepreneurial-minded with a network to attract and source both individual and corporate clients.

Ongoing training and education provided by Liberty will equip you with the knowledge and skills to be successful in this role. If you are a sales-driven individual looking to establish and build a practice under the Liberty banner, this is an excellent opportunity to grow your portfolio of clients.



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