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Polokwane: Financial Planner posted by Liberty Standard Bank Group

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Job Description

About the Role

As a Financial Planner at Liberty Standard Bank Group, you will have the autonomy to plan your day, allowing for a better work-life balance and the opportunity to make a positive impact on people’s lives daily. This role is ideal for sales-driven individuals who are passionate about prospecting, advising clients on their financial goals, and building a practice under the Liberty banner.

Key Responsibilities

  • Plan client financial goals with a focus on risk management, investments, estates planning, and other areas of expertise
  • Source and attract individual and corporate clients through networking and sales efforts
  • Develop and maintain a portfolio of clients
  • Provide comprehensive financial planning services to clients

Requirements

  • Valid driver’s license (compulsory)
  • Reliable vehicle (compulsory)
  • Grade 12 (compulsory)

Qualifications

  • PGDip Financial Planning/CFP certification will be considered advantageous, but not a requirement

Salary & Benefits

  • Salary details not specified 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 Capricorn

In Capricorn, South Africa, the sales industry is a dynamic and competitive field, with many opportunities available for those who possess the right skills and attitude. Typically, sales roles in this region require individuals to have excellent communication and interpersonal skills, as well as a strong understanding of the product or service being sold.

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Generally, sales professionals in Capricorn can expect to earn salaries within the range of R400 000 to R800 000 per annum, depending on factors such as their level of experience, the size of the company they are working for, and the industry sector in which they are operating. However, it’s essential to note that these salary ranges are broad estimates, and actual figures can vary significantly.

Common skills required for sales roles in Capricorn include excellent communication and interpersonal skills, a strong understanding of the product or service being sold, and the ability to build rapport with clients and colleagues alike. Other key skills often sought after by employers include negotiation and persuasion skills, a strong work ethic, and the ability to meet or exceed sales targets.

Many industries in Capricorn commonly employ sales professionals, including the financial services sector, technology industry, manufacturing sector, and retail sector. These roles may involve selling products or services directly to customers, as well as building relationships with clients and identifying new business opportunities.

For those looking to pursue a career in sales, there are many opportunities for development and advancement. Typically, sales professionals can expect to progress through the ranks of the company, taking on increasingly senior roles and responsibilities. With experience and a strong track record of performance, it’s possible to move into leadership positions or transition into related fields such as account management or business development.


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



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