Financial Advisers are sales driven professionals with a passion for prospecting, advising and servicing medium to high net wealth clients with a specific focus on their Life covers, Risk covers, investments and estates planning needs. This long term career role is ideal for a sales driven individual to establish and build a franchise under the Liberty banner as-well as growing a client book.
sales : 2 to 3 years
To be successful as a Wealth Planner for our client, you will require the following:
Valid driver’s licence and own reliable vehicle (compulsory)
Has a unique network in which they can attract and source private client business
Experience and track record in high performance sales environments
Recognised tertiary qualification(s), alternatively, will complete a recognised qualification within 1 year of appointment.
Strong sales, interpersonal and business development skills and acumen
Ability to grow an investment client book within the first 12 months and consistently thereafter
Needs to be a team player with the ability to function independently as well as be able to grow to manage a small team
Even if you do not have industry experience, our comprehensive training program and on-going mentoring, will provide you with the knowledge and skills to be successful.
If building your own professional and profitable business practice appeals to you, then this opportunity will be ideal.
Should you not receive a reply from us within 3 weeks from the date of applying, please consider your application as unsuccessful.