Insurance and Financial Services Professional
4 days ago
If you're passionate about helping others achieve their financial goals, we want to hear from you As a Financial Planner with Liberty, you'll work closely with clients to understand their needs and provide tailored solutions to meet their objectives.
Responsibilities:- Analyze clients' financial situations and develop strategies to improve their financial well-being.
- Provide expert advice on investment products, insurance solutions, and other areas to help clients achieve their goals.
- Build and maintain strong relationships with clients to ensure they receive exceptional service and support.
- Stay up-to-date with industry trends and regulatory requirements to provide clients with the best possible advice.
- Matric qualification.
- 2 years of sales experience.
- RE 5, FAIS qualification an added advantage.
- Excellent communication and interpersonal skills required.
- Laptop and software proficiency essential.
We offer a dynamic and supportive work environment, excellent training and development opportunities, and the chance to make a real impact in people's lives.
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