ARE YOU: Self-motivated, driven, and ready for a new challenge? Ready to work hard for meaningful rewards? Interested in helping people? DO YOU: Have an entrepreneurial spirit? Lack career progression in your current role? Want to have a career that youre proud of? Get the qualifications and skills you need for a career in financial advice. Pursue a fulfilling career with meaningful impact. Good financial advice leaves people much better prepared for life events, big or small. As a trusted Planner, you will: · Work directly with clients as their financial wellness coach, helping them improve their lives by educating and empowering them to reach their financial goals. · Provide holistic financial solutions to clients · Provide sound, comprehensive financial advice, and guidance to clients · Develop a plan that integrates a comprehensive evaluation of a clients current financial situation and provides targeted recommendations to meet their short- and long-term goals · Construct personalised financial plans that aim to achieve the financial goals of clients according to their specific lifestyles and financial needs · Help clients build a better future and achieve financial clarity · Cultivate, build and maintain strong client relationships Benefits Enjoy uncapped earning potential YOU are in control of your earning potential Recognition based on production levels Access to Liberty Product Specialists A bespoke EQ-FIN Academy programme that includes a combination of structured classroom training, one-on-ones, on the job training, self-study, and mentoring Be trained by proficient professionals committed to helping you succeed and establish a successful and professional practice Qualifications Grade 12 (Matric) Degree / BCOM Advantageous Minimum 3 years working experience Skills and Competencies Analytical thinker Strong business acumen Proficient numeracy skills Strong work ethic Excellent networking and communication skills Service-oriented and customer-centric Good presentation skills Good organisational and time management skills Ability to network, prospect, and build relationships Be proficient on a computer Strong Emotional Intelligence to thrive in a highly challenging and fast-paced environment Solutions orientated, a problem solver and you think outside the box If youre looking to take on a new role and challenge or get your foot on the career ladder, then please apply online. We would love to meet you. Clear Credit record No Criminal record Own transport and valid drivers license Own laptop Resources to be able to work remotely when required Unlimited Internet Connection Covid Vaccination
