Financial Planner

Durban
Salary: Market Related
Bonus: Yes
Commission: This role is commission based
Job Type: Permanent
Sectors: Insurance Investment Sales
Benefits: Medical Aid Pension Bonus Training Training
Reference: FADbn09/24

Apply before Nov 05 2024 | 31 Days left

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Vacancy Details

Employer: Liberty Standard Bank Group

Opportunity for entrepreneurial individuals, who are passionate about people, solutions driven, hardworking and energetic as well as sales focussed to be trained to work as Financial Planners in this dynamic and rewarding industry.

Full training and ongoing support and mentorship provided.

Take full control of your income and increase your earnings through dedicated effort.

Duties & Responsibilities:

You will provide holistic, financial advice solutions that meet customers protection, investment and retirement planning needs.

You will be networking to source clients, contacting them and setting up meetings, either virtually or in clients' homes or business premises.

Conduct needs analysis and annual reviews

Remain accredited and up to date on market trends and product offerings etc.

Required Skills

Sales: 2 to 3 years

Candidate Requirements

Desired Experience & Qualifications:

You should be an entrepreneur with a business oriented mind-set, an effective communicator, analytical, meticulous, and customer-oriented who will meet or exceed established sales goals, while meeting individual client needs and complying with pertinent policies and regulations.

You will need to have ambition, drive and perseverance.

Essential Requirements:

Matric is an entry level requirement but a tertiary qualification is highly beneficial
Clear credit record
Clear criminal record
Drivers Licence
Full Access to a Vehicle (this is essential)
Laptop and good computer literacy
Academic ability and willingness to study further