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Hillcrest: 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’ll play a pivotal role in assessing the financial needs of individuals and businesses, guiding them toward smart, tailored strategies that secure their future. With full training and mentorship provided, this is an ideal opportunity for ambitious, entrepreneurial individuals to build their own business, create long-term value, and be rewarded for their effort and initiative.

Key Responsibilities

  • Proactively build client base through strategic networking and active prospecting
  • 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 professional practice while fostering trust and credibility
  • Drive sales performance to achieve business goals
  • Stay ahead with industry trends, ensuring up-to-date accreditation and expertise

Requirements

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

Qualifications

(No qualifications mentioned in the original job description)

Salary & Benefits

(No salary information mentioned in the original job description)

How to Apply

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

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About Sales Jobs in eThekwini

In the eThekwini region, the sales industry is driven by various sectors, including financial services, technology, and manufacturing. Typically, companies in these sectors require sales professionals who can effectively communicate with clients, understand their needs, and provide solutions to drive revenue growth.

Generally, sales positions in eThekwini offer competitive salaries, typically ranging from R500 000 to R1 500 000 per annum, depending on factors such as experience, company size, industry sector, and performance. However, please note that actual salary figures can vary significantly, and these ranges are only a broad guide.

Common skills required for sales roles in eThekwini include strong communication and interpersonal skills, the ability to build relationships with clients, a solid understanding of products or services, negotiation and closing techniques, and technical skills such as CRM software proficiency. Additionally, many successful sales professionals possess a degree or diploma in business studies, marketing, or a related field.

Industries that commonly employ sales roles include financial services sector companies, technology industry players, manufacturing sector businesses, and e-commerce platforms. In these sectors, sales representatives often work with clients to understand their needs, provide solutions, and drive revenue growth.

For those interested in pursuing a career in sales, there are various opportunities for development and progression. Many companies offer training programs and mentorship schemes to help employees develop their skills and advance in their careers. Typically, experienced sales professionals can move into leadership roles or transition into related fields such as account management, business development, or sales management.

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



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Posted in Jobs in eThekwini, Jobs in Hillcrest

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