Wealth Planner

**Do you have excellent people skills, a professional appearance, an entrepreneurial spirit and a sales background? Are you a self starter wanting a client centric career in finance?**

The purpose of this role is to help your clients organise and their finances, project the results of their savings and investments and make necessary changes and additions, plan for retirement, put products in place to protect against the financial implications of unforeseen life events, and help them make decisions towards achieving their financial goals as efficiently as possible.

Build your own successful practice under the Liberty brand with full training and support provided.

**Duties & Responsibilities**:
In this role new business development is essential.
- Network and prospect to secure client appointments
- Meet with clients in person to discuss financial needs
- Provide expert advice
- Put the necessary products in place to ensure clients are financially secure
- Ongoing support and annual reviews
- Manage your financial practice
- Remain accredited and up do date in terms of FAIS

**Requirements for this role**:
**Minimum Qualifications**:
Matric (essential)
Tertiary business qualification is highly beneficial
**Other essential Requirements**:
Clear Credit record
Clear Criminal Record

Own laptop and smartphone
Own Transport and Drivers License

**Personality Traits & Skills required for this role**:
Prospecting and Business Networking skills (people skills)

Analytical thinking

Academic ability

Proven Sales Ability or excellent interpersonal and negotiating skills

Ability to work independently but as part of a bigger team
Fluency in spoken and written English

**Package & Remuneration**:
Bonus

Commission

Medical aid and other benefits

**Job Types**: Full-time, Permanent

Ability to commute/relocate:

- Houghton Estate, Gauteng: Reliably commute or planning to relocate before starting work (required)

**Education**:

- High School (matric) (required)

**Experience**:

- Sales: 3 years (preferred)

**Language**:

- English fluently (required)

License/Certification:

- Driver's license and own transport (required)