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Mbombela: Financial Planner posted by Liberty Standard Bank Group

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Job Description

About the Role

As an Mbombela: Financial Planner at Liberty Standard Bank Group, you will have the autonomy to plan your day and make a meaningful impact on people’s lives daily. You will be part of a sales-driven team that advises clients on their financial goals, with a focus on risk management, investments, estates planning, and more. This long-term career opportunity is ideal for individuals who are passionate about prospecting, building relationships, and growing their own practice under the Liberty banner.

Key Responsibilities

  • Plan client financial goals and advise on risk management, investments, and estates planning
  • Prospecting and sourcing individual and corporate clients
  • Building and maintaining a portfolio of clients
  • Providing comprehensive financial planning services to clients

Requirements

  • Valid driver’s license (compulsory)
  • Reliable vehicle (compulsory)
  • Grade 12 (compulsory)
  • PGDip Financial Planning/CFP certification considered advantageous, but not required
  • Strong sales, interpersonal, and business development skills and acumen
  • Ability to function independently as a team player

Qualifications

  • Formal education/certification in financial planning or related field (if applicable)

Salary & Benefits

  • Not specified

How to Apply

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

About Sales Jobs in Ehlanzeni

In the Ehlanzeni region of South Africa, sales positions are a common field of employment across various industries. Typically, the job market for sales professionals in this area is generally stable, with a moderate demand driven by the growth of businesses and industries such as financial services, technology, and manufacturing.

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Sales salaries in Ehlanzeni can vary widely depending on factors like experience, company size, industry sector, and performance. Generally, entry-level sales roles may offer a salary range of R200 000 to R400 000 per annum, while experienced professionals can expect higher salaries ranging from R500 000 to R1 million or more, depending on individual circumstances.

Common skills required for sales positions in Ehlanzeni typically include strong communication and interpersonal skills, the ability to build rapport with customers, product knowledge, negotiation skills, and a results-driven approach. Other essential skills may include strategic thinking, analytical abilities, and the capacity to work independently. Additionally, proficiency in Microsoft Office and CRM software is often expected.

Sales roles can be found across various industries in Ehlanzeni, including financial services, technology industry, manufacturing sector, and others. Companies operating in these sectors typically require sales professionals with a strong understanding of their products or services, as well as the ability to identify and capitalize on business opportunities.

For those looking to start or advance a career in sales, development opportunities are available through training programs, mentorship schemes, and performance-based promotions. Typically, successful sales professionals in this region can expect to progress into leadership roles, such as sales manager or account manager, within 2-5 years of experience. With continued growth and development, sales professionals may also consider career transitions into related fields like business management or operations.


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



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