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Mar 04, 2021

Financial Planner - Sales Executive

  • Liberty Group Ltd
  • Pietermaritzburg, South Africa
Full time Sales

Job Description

Introduction
The current Global crises we are facing has proven that we should take charge of our own destiny and our own income. It has also shown us the importance of proper Financial Planning.

Apply to become a Liberty Financial Adviser and with world class training start helping your own clients prepare for the unforeseen. Become your own boss and set your own income!

If you are ready to Take Charge of your career; email your CV to janine.wilkinson@liberty.co.za

Duties & Responsibilities
Networking and Prospecting for clients
Providing financial advice and representing Liberty in a professional manner
Conducting financial needs analysis and making recommendations to best suit the client’s requirements
Ensuring your clients are continuously looked after by providing a professional service
Meeting all required legislative requirements
Desired Experience & Qualification
Completed Matric is essential, a tertiary qualification is preferred.
Clear credit and criminal record.
Own vehicle and driver’s license is a non-negotiable requirement.
Previous experience in the finance industry or an external sales environment is a strong advantage.
Ability to network and prospect.
A passion for people
The desire to work as an entrepreneur

Please take note this is a FAIS role


Apply Now