Financial Planners We at Liberty are geared for success and expanding our Sales Force! We, Liberty , are recruiting Financial Planners for a rapidly expanding wealth management salesforce with a reputation for excellence. These exciting and lucrative positions are based at various offices close to you. The company will give you the skills and ability to build your own client base and invest in your current network. You will be required to provide clients with quality service so that they will reach their personal financial goals. The ideal candidate will be a financial/commercially qualified, with great sales and business acumen, excellent networking and prospecting skills. The ideal candidate will also be someone who wants to build a career in the wealth management environment, who is customer focussed, service-orientated, and sales driven. Responsibilities Sourcing and meeting potential clients Analyse financial information obtained from clients to determine strategies, design products and recommend solutions to help clients meet their financial objectives with regard to personal wealth portfolios, retirement planning, insurance, estate planning, etc. Completing financial needs analysis on clients. Reviewing and responding to clients changing needs and financial circumstances by creating and implementing an ongoing service plan to ensure client portfolios are regularly monitored and relevant modifications timeously executed. Protect, secure, and grow clients’ wealth by providing independent, expert financial advice, retirement planning, estate planning, and tax planning. Providing investment opportunities across a broad spectrum of regulated products. Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. Requirements Tertiary Qualifications Relevant tertiary qualifications will be highly desirable. Financial Planning Qualifications RE5, NQF5, CFP, etc. will be beneficial, but not essential. Experience Finance, Financial planning, or Wealth Management experience. Personality Customer-centric & results driven. Professional Communication standards Clear credit record, with no criminal record. Valid drivers license (compulsory). Own reliable transport (compulsory). Further to meeting all the minimum requirements, the following criteria would be essential: Entrepreneurial mindset (must be able to work independently). Exceptional Interpersonal skills. An established network of clients and the ability to prospect for new business. Sales ability. Tenacity. Effective planning, organizing, and time management skills. Computer literacy. Benefits Excellent performance-linked earning potential. The best training in wealth management working alongside financial experts. The opportunity to attain official financial planning & services qualifications. Utilise established support tools & services of an international business. Salary Highly lucrative commission-only earnings. Operating costs like office space, communication, IT, and general office support are included.

Liberty is Hiring Financial Planners! Liberty is recognized as a leading insurance brand, and a TOP employer to grow your career with. We are driven by a purpose. We secure the future dreams, aspirations, and plans everyone has for themselves and their loved ones, we work to deliver on our promise to be every customer’s most trusted Insurance partner. We are looking for Financial Planners / Advisors to join our dynamic team of Professionals, where great potential is revealed, growth is inevitable and where we give recognition for performance and excellent achievements. Become part of this great opportunity now! Job Specification: Create a client portfolio and build a professional practice under the Liberty Brand. Conduct a financial needs analysis to determine your clients needs and provide appropriate financial advice. Create and advise on strategies for each client to help them reach their financial freedom. Adhere to compliance requirements in the sales process. Achieve set targets on production and quality of business. Maintaining excellent service delivery to each client. Ongoing client relationship and monitoring their financial portfolio. Keep informed of the changes in legislations and other industry changes. What we offer: We provide excellent mentorships We provide top notch induction training and continuous learning and development On-going business development support by a network of proficient professionals committed to helping you succeed and establish a successful and professional career in the finance industry. An opportunity to work for yourself and manage your own business, with flexibility. Various Rewards & Recognition for outstanding performance Above market related commission-based income and large company benefits Various Business Initiatives Group benefits Great working environment And many more What We are Looking For in candidates: National Senior Certificate Degree / Diploma will be an advantage Criminal and Credit Clear Experience in Sales Strong Networking and Influencing skills Decision Making skills Target Driven People Orientated RE5 or Financial Advising qualification would be an advantage Professional Communicating skills FAIS compliant Time Management skills The ideal candidate must have passion of people, passion for the insurance industry and Sales. The ability to Network and build relationships with clients.