Financial Planner - Liberty FA, Pietermaritzburg

  • Pietermaritzburg
  • Salary: Market Related
  • Benefits: Pension, Training, training and development, flexible working hours, group life cover, challenges,,
  • Commission: High commission earning potential
  • Job Type: Permanent
  • Sectors: Insurance, Sales, Finance
  • Posted by Liberty FA on Saturday, June 6, 2020
  • Reference: June 2020 - 03 - Melissa
  • Apply before Wednesday, August 5, 2020 - 29 Days left

Vacancy Details

Employer: Liberty FA

We are currently growing our network of Advisers in KZN. Begin a new career as a Financial Planner with proven support, flexibility and unlimited earning potential.

Responsibilities:

Build a professional practice under the Liberty brand

Provide financial planning support to clients

Cultivate strong client relationships

Prepare financial plans and check their accuracy

Respond to prospective customer queries about financial planning

Improve people's lives by making their financial freedom possible

Maintain awareness of the latest legislative changes that may affect financial planning

Communicate with clients to learn about their needs and help them achieve their goals

 

Benefits:

Career development and top-notch coaching to take your career to the next level

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

 

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver

trusted advice to help our clients thrive. We care about each other, reaching our potential, making a difference to our

communities, and achieving success that is mutual.

 

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

 

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

 

APPLY NOW


Required Skills

  • marketing : 1 to 2 years
  • negotiation : 1 to 2 years
  • sales : 1 to 2 years

Candidate Requirements

Qualifications:

Matric (essential)

Degree (preferable)

Regulatory Exam (RE exam) (highly advantageous)

 

Requirements:

Laptop

Clear credit record

Clear criminal record

Valid driver's licence

Own vehicle essential

 

Skills:

Excellent communication skills

Strong networking and relationship building skills

Strong presentation skills

Independence

Reliability

Determination

Previous sales track record advantageous

This position reports to: Branch Manager/Business Principle Apply before Wednesday, August 5, 2020 - 29 Days left Companies may expire jobs at their own discretion. If you have not received a response within two weeks, your application was most likely unsuccessful.
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About Liberty FA

At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day.

Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products.

Our thirst for knowledge is embodied by a group of outstanding people who give our clients the tools and advice needed to achieve success.

Why we are in business:
To pioneer new ways and guide people towards financial freedom.

Our purpose:
To make a difference in people’s lives.

Our impact:
What we do changes people’s realities.

Our vision:
To be the trusted leader in insurance and investment in Africa and our chosen markets.