- Gauteng
- Salary: Market Related
- Commission: 90%
- Job Type: Permanent
- Sectors: Insurance Investment Finance
- Reference: copy-2191450
Vacancy Details
Employer: Liberty Standard Bank Group
For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we’ve helped you dream of it, plan for it, deal with it. We’ve been in it with you. All of it.
This role enables a driven and ambitious individual to become a trained Financial Planner
Excellent uncapped earning opportunity. Great Leadership and mentorship offered.
Understand clients’ financial needs
Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
Answer clients’ questions and address concerns
Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
Manage and regularly update clients’ portfolios.
Building and maintaining your client base. This is a FAIS role
Candidate Requirements
Matric
2 years Sales experience
RE 5, FAIS qualification an added advantage but not essential
Own car
Drivers License
Laptop
Network of clients
29 people have applied for this job. 710 people have viewed this job.
Similar Jobs
Insurance Sales for Liberty
- West Rand
- Job Type: Permanent
- Posted 21 Aug 2024 | 9 Days left
Insurance Sales for Liberty
- Pretoria
- Job Type: Permanent
- Posted 21 Aug 2024 | 9 Days left
Insurance Sales for Liberty
- Gauteng
- Job Type: Permanent
- Posted 21 Aug 2024 | 9 Days left
Insurance Sales for Liberty
- East Rand
- Job Type: Permanent
- Posted 21 Aug 2024 | 9 Days left
More Jobs at Liberty Standard Bank Group
Professional Financial Advisor
- Durban
- Job Type: Permanent
- Posted 10 Oct 2024 | 59 Days left
Professional Financial Advisor
- Umhlanga
- Job Type: Permanent
- Posted 10 Oct 2024 | 59 Days left
Professional Financial Advisor
- Kloof
- Job Type: Permanent
- Posted 10 Oct 2024 | 59 Days left
Professional Financial Advisor
- Pietermaritzburg
- Job Type: Permanent
- Posted 10 Oct 2024 | 59 Days left