Responsibilities:

Talking to clients to determine their expenses, income, current cover and financial objectives needed to develop a

financial plan

Answering client questions about financial plans and strategies and giving financial advice

Advising strategies for clients to help them reach financial objectives

Reviewing client financial plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan

Analysing financial data received from clients to develop strategies for meeting clients' financial goals

Preparing or interpreting financial document summaries, investment performance reports and income projections

for clients

Implementing financial plans

Managing and updating client portfolios

Contacting clients regularly to discover changes in their financial status

Building and maintaining your client base

Benefits:

50% subsidised medical aid

Training and mentorship

Competitive commission structure

Recognition programs that reward top performance

Passive income creation

Flexible working hours

Opportunity to join a well-established, reputable brand

Strong suit of tools to enhance your competitive edge

This is a great opportunity to be part of a growing business. In return for your expertise, you’ll enjoy our dedication

to your ongoing personal and professional development. Here, you'll grow as a person and develop your career.

As a valued member of our team, we'll support to grow and advance you through excellent training opportunities. Our customers’ experience and success starts with yours.

So why not come and talk to us?

Locations include: Umhlanga, Mount Edgecombe, Westville, Kloof and PMB

Liberty is not just our name. It's what we do

APPLY NOW