Gauteng: Financial Planner with Liberty posted by Liberty Standard Bank Group

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