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eThekwini: Financial Planner (Training provided) posted by Liberty Standard Bank Group

Job Description

About the Role

As a Financial Planner at Liberty Standard Bank Group, you will play a pivotal role in assessing the financial needs of individuals and businesses, guiding them toward smart, tailored strategies that secure their future. If you are driven to create real, long-term value and want your income to reflect your hustle, professionalism, and initiative, this could be the perfect opportunity for you.

Key Responsibilities

  • Success in this role requires a proactive approach to building your client base through strategic networking and active prospecting.
  • Ongoing client engagement through scheduled meetings.
  • Conduct in-depth financial analyses to provide expert guidance.
  • Empower clients to build and safeguard their financial security and wealth.
  • Support individuals in achieving financial milestones and maintaining strong portfolios.
  • Manage and grow your professional practice while fostering trust and credibility.
  • Drive sales performance to achieve business goals.

Requirements

  • Tertiary qualification (Matric is essential).
  • A minimum of three years full-time working experience in a client-facing environment.
  • Previous experience in external/outbound sales is a big advantage.
  • Own vehicle and valid driver’s license is a non-negotiable requirement.
  • Ability to network, prospect, and build relationships.
  • Ability to work independently.

Qualifications

None mentioned in the original job description.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Sales Jobs in KwaZulu-Natal

In KwaZulu-Natal, the sales profession is an integral part of various industries, with a general job market trend indicating a steady demand for skilled sales professionals. Typically, this field offers competitive compensation and opportunities for career growth. However, salaries can vary widely depending on factors such as experience, company size, industry sector, and location.

Generally, common salary ranges for sales positions in KwaZulu-Natal are between R400 000 to R800 000 per annum, although this is a broad estimate and actual figures may differ significantly. Experience level, performance, and the specific requirements of the role can all impact compensation. It’s essential to research current market rates and negotiate based on individual qualifications and achievements.

In South Africa, common skills required for sales roles often include strong communication and interpersonal skills, the ability to build rapport with clients, a solid understanding of product knowledge, marketing principles, and CRM systems. Typically, proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint, is also essential. Additionally, many companies place a high value on technical skills such as data analysis software or programming languages.

Sales professionals are employed across various industry sectors, including the financial services sector, technology industry, manufacturing sector, and more. These roles often involve interacting with clients, managing relationships, negotiating deals, and identifying new business opportunities.

In terms of career development, sales professionals in KwaZulu-Natal can expect a wide range of advancement opportunities. Typically, common career progression paths include taking on leadership roles, moving into specialist positions such as account management or sales engineering, or transitioning into related fields like business development or product management. Many companies also offer training and development programs to help employees enhance their skills and advance their careers.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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Posted in Jobs in eThekwini, Jobs in KwaZulu-Natal, Jobs in South Africa

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