Financial planner with liberty

  • Full Time
  • Gauteng
  • Salary: Rnegotiable

Company Details

Financial Planner Liberty

As a leading South African financial services provider, Liberty serves individual, business and institutional clients and we have developed a unique platform to continue to strengthen our leadership position. It is important for everyone to have a financial plan in place that leads us to
where we want to be in life. Joining a team of winners, you will set up your own business practice within one of the most dynamic and respected companies in South Africa.

Job Description

·         To sell Liberty products in a professional manner enabling Agency and Entrepreneurs Distributions in achieving its strategic vision & therefore meeting targets profitably.

·         To prospect for clients/ to obtain leads to secure appointments – daily activity.

·         To conduct a professional FNA to make needs based recommendation that could lead to a sale.

·         To achieve sales targets as set out by Liberty.

·         To build relationships with clients so that consultant wins confidence, credibility and trust.

·         Elicit information to maximize the effectiveness of a client’s portfolio. To secure 2nd appointment.

·         To give objective professional advice on client’s needs.

·         To portray the appropriate propriety in their target market.

·         To meet all legislative requirements.

·         To remain accredited and up to date with relevant market & industry related subjects.

·         To remain adequately equipped and knowledgeable regarding the latest technology.

·         To build a long-term professional, profitable practice

Minimum Requirements

Must be a SA citizen or Permanent Resident, must have a valid 13 digit ID number that is checked by MIE.
A minimum matric/ grade 12 qualification or equivalent as defined by SAQA.
If the individual has 5 years’ experience in the industry – as per DOFA date, then the relevant NQF 5 qualification applies
If the individual has 2 years’ experience in the industry – as per the DOFA date, the RE qualification applies.
Valid SA drivers licence
Reliable motor vehicle
SA income tax number.
No criminal record
Credit clear

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