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Insurance Sales Representative

  • West Rand
  • Salary: Market Related
  • Commission: 100%
  • Job Type: Permanent
  • Sectors: Banking Insurance Finance
  • Benefits: Medical Aid Pension Training
  • Reference: NEW1

Apply before Jun 15 2025 | 17 Days left

Apply

Vacancy Details

Employer: Liberty Standard Bank Group

Financial Planner / Financial Advisors Career Opportunity

We at Liberty are geared for success and expanding our Sales Force!

At Liberty we are recruiting Financial Planners for a rapidly expanding wealth management salesforce with a reputation for excellence. These exciting and lucrative positions are based at various offices close to you.

The company will give you the skills and ability to build your own client base and invest in your current network. You will be required to provide clients with quality service so that they will reach their personal financial goals.

The ideal candidate will be a financial/commercially qualified, with great sales and business acumen, excellent networking and prospecting skills. The ideal candidate will also be someone who wants to build a career in the wealth management environment, who is customer focussed, service-orientated, and sales driven.


Required Skills

  • Marketing: 1 to 2 years
  • Sales: 1 to 2 years

Candidate Requirements

     

    Responsibilities

    • Sourcing and meeting potential clients
    • Analyse financial information obtained from clients to determine strategies, design products and recommend solutions to help clients meet their financial objectives with regard to personal wealth portfolios, retirement planning, insurance, estate planning, etc.
    • Completing financial needs analysis on clients.
    • Reviewing and responding to clients changing needs and financial circumstances by creating and implementing an ongoing service plan to ensure client portfolios are regularly monitored and relevant modifications timeously executed.
    • Protect, secure, and grow clients' wealth by providing independent, expert financial advice, retirement planning, estate planning, and tax planning.
    • Providing investment opportunities across a broad spectrum of regulated products.
    • Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.

    Requirements

    • Tertiary Qualifications – Relevant tertiary qualifications will be highly desirable.
    • Financial Planning Qualifications – RE5, NQF5, CFP, etc. will be beneficial, but not essential.
    • Experience – Finance, Financial planning, or Wealth Management experience.
    • Personality – Customer-centric & results driven.
    • Professional Communication standards
    • Clear credit record, with no criminal record.
    • Valid driver’s license (compulsory).
    • Own reliable transport (compulsory).

    Further to meeting all the minimum requirements, the following criteria would be essential:

    • Entrepreneurial mindset (must be able to work independently).
    • Exceptional Interpersonal skills.
    • An established network of clients and the ability to prospect for new business.
    • Sales ability.
    • Tenacity.
    • Effective planning, organizing, and time management skills.
    • Computer literacy.

    Benefits

    • Excellent performance-linked earning potential.
    • The best training in wealth management working alongside financial experts.
    • The opportunity to attain official financial planning & services qualifications.
    • Utilise established support tools & services of an international business.

    Salary

    • Highly lucrative commission-only earnings.
    • Operating costs like office space, communication, IT, and general office support are included.

     


Apply

15 people have applied for this job. 1188 people have viewed this job.

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About Careers24.com

  • Careers24 is a leading South African job portal that assists jobseekers from all sectors and experience levels to find and apply for vacancies from hundreds of South Africa’s leading companies. With over a million visitors a month, we are one of the most popular destinations to find employment online in South Africa.

    Our mission is to become the destination where every candidate can find an ideal job and where every company can find the perfect candidate. We are a proud member of the Media24 family and part of the Naspers group of companies.

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