Vacancy Details
Employer:EQ-FIN
In the midst of challenging times in South Africa, Liberty offers you an opportunity toreshape your career and embrace new possibilities. We believe that now is the time to pause, reflect, and focus on personal and professional growth.
Your journey with Liberty begins and ends with family. We value individuals who believe in themselves and are determined to achieve success in their lives.
In this role,set your sights high, to dream big, and to relentlessly pursue excellence in everything you do. Embrace the opportunities that lie ahead, embrace the challenges, and let your passion for helping others drive you forward.
Do you doubt that you have what it takes to succeed? Think again.This is your chance to turn your aspirations into reality
As a Wealth Planner with Liberty, you'll have the opportunity to:
Build a professional business practice within Liberty's esteemed framework.
Receive guidance and support from experienced business mentors.
Make a positive impact on the lives of individuals, families, and businesses in your community.
If you're ready to take control of your career and create a path to success, Liberty welcomes you with open arms. Join us and become a part of a team dedicated to helping others thrive.
Apply now to start your journey with Liberty.
Duties and Responsibilities
Work with individuals and business ownersto assess their financial needs and help them achieve financial goals.
To have the ability tonetwork and prospectfor new clients.
Set up appointmentsand meet with clients to establish their specific needs
Analyseclients financial situation (e.g. income, expenses and liabilities)
Create personalized financial plansfor clients derived from detailed analysis of their current income, expenses, insurance coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan and review financial plans regularly.
Educateclients in areas such as budgeting, credit and debt management, insurance, saving and investing, education planning and retirement planning.
Customizefinancial solutions according to clients changing needs.
Required Skills
Driven By The Challenge Of A Sales Environment And Writing Business
A High Flying Entrepreneur
Strong Networking, Communication And Social