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Personal Finance Coach
2 weeks ago
We at Liberty Group Ltd are committed to helping our clients achieve their financial goals. With over 60 years of experience in the industry, we have developed a reputation for excellence and trustworthiness.
We believe in building long-term relationships with our clients, and we take pride in our ability to provide personalized service and guidance.
In this role, you will be part of a dynamic team that is dedicated to delivering exceptional results and exceeding client expectations.
Our company culture values professionalism, integrity, and teamwork, and we are looking for someone who shares these values.
If you are passionate about making a difference in people's lives and want to join a team that is committed to excellence, we encourage you to apply for this exciting opportunity.
Job DescriptionRole SummaryThis role enables a driven and ambitious individual to become a trained Financial Planner, working closely with clients to help them achieve their financial goals.
The ideal candidate will possess excellent communication and interpersonal skills, as well as a strong understanding of personal finance and investment principles.
In this role, you will have the opportunity to develop your skills and expertise in financial planning, while working closely with clients to help them achieve their financial goals.
You will work closely with clients to understand their financial needs and provide personalized guidance and support.
This is a rewarding opportunity for a driven individual to build a successful career in financial planning. Excellent incentives paid on every product sold, from product 1 uncapped.
Responsibilities- Client Engagement
- Build and maintain a strong client base, providing exceptional service and guidance to clients.
- Financial Planning
- Develop and implement comprehensive financial plans tailored to clients' specific needs and goals.
- Investment Advice
- Provide expert advice on investments, insurance, and other financial products to help clients achieve their goals.
- Account Management
- Regularly review clients' financial data and adjust strategies as needed to ensure clients' goals are met.
- Business Development
- Identify new business opportunities and develop strategies to acquire new clients and expand existing relationships.
- Matric
- 2 years Sales experience
- RE 5, FAIS qualification an added advantage but not essential
- Own car
- Drivers License
- Laptop
This is a rewarding opportunity for a driven individual to build a successful career in financial planning. Excellent incentives paid on every product sold, from product 1 uncapped.
In this role, you will be supported by our experienced leadership team and given the tools and resources needed to succeed.
Excellent leadership and mentorship offered. Great Leadership and mentorship opportunities to grow professionally and personally.