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Wealth Planner (Liberty Group)

  • East London
  • Salary: Market Related
  • Job Type: Permanent
  • Sectors: Banking Call Centre Sales
  • Benefits: Medical Aid Pension Bonus Training Commission, Group Life cover and more
  • Reference: FAEL05/25

Apply before Jul 18 2025 | 25 Days left

Apply

Vacancy Details

Employer: Liberty Standard Bank Group

For over 65 years Liberty been in it with our clients. We are looking for an ambitious, business minded individual who can bring a lot of energy to the team. You should be brimming with ideas and enthusiasm to become a part our winning sales team. Join us in our continuous pursuit to pioneer new ways to guide people towards their financial freedom.

The successful candidate will be trained and mentored provide holistic financial planning advice to private and business clients.

Duties & Responsibilities

We’re looking for a sales professional with experience bringing in new leads and closing deals. You’ll should be an expert relationship-builder and great at listening to clients.

  • Network and prospect to source new clients.
  • Grow and maintain existing client relationships.
  • Maintain, Service & provide holistic financial planning advice to clients.
  • Ensure all FAIS and FICA compliance requirements are met
  • Build and manage your own professional practice under the Liberty brand

Candidate Requirements

  • Tertiary qualification is highly preferential, Matric is essential
  • A minimum of three years full-time working experience in a client facing environment is required.
  • Previous experience in an external sales environment is a very strong advantage.
  • Own vehicle and valid driver's license is a non-negotiable requirement.
  • Own laptop and smartphone
  • Ability to network, prospect, negotiate and build relationships
  • Ability to work independently
  • Clear credit and criminal record
  • Proactive career driven person with strong business acumen.

Apply
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© Careers24. All rights reserved.

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.

Company

  • Work For Us

  • Advertise With Us

Quick Links

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  • Site Map

  • Site Terms and Privacy Policy

  • Widgets

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