Financial Planner Liberty As a leading South African financial services provider, Liberty serves individual, business and institutional clients and we have developed a unique platform to continue to strengthen our leadership position.
It is important for everyone to have a financial plan in place that leads us to where we want to be in life.
Joining a team of winners, you will set up your own business practice within one of the most dynamic and respected companies in South Africa.
Job Description · To sell Liberty products in a professional manner enabling Agency and Entrepreneurs Distributions in achieving its strategic vision & therefore meeting targets profitably.
· To prospect for clients/ to obtain leads to secure appointments - daily activity.
· To conduct a professional FNA to make needs based recommendation that could lead to a sale.
· To achieve sales targets as set out by Liberty.
· To build relationships with clients so that consultant wins confidence, credibility and trust.
· Elicit information to maximize the effectiveness of a clients portfolio.
To secure 2nd appointment.
· To give objective professional advice on clients needs.
· To portray the appropriate propriety in their target market.
· To meet all legislative requirements.
· To remain accredited and up to date with relevant market & industry related subjects.
· To remain adequately equipped and knowledgeable regarding the latest technology.
· To build a long-term professional, profitable practice Minimum Requirements Must be a SA citizen or Permanent Resident, must have a valid 13 digit ID number that is checked by MIE.
A minimum matric/ grade 12 qualification or equivalent as defined by SAQA.
If the individual has 5 years' experience in the industry - as per DOFA date, then the relevant NQF 5 qualification applies If the individual has 2 years' experience in the industry - as per the DOFA date, the RE qualification applies.
Valid SA drivers licence Reliable motor vehicle SA income tax number.
No criminal record Credit clear