Pretoria: Wealth Planner (Liberty Group) posted by Liberty Standard Bank Group

Are you an entrepreneurial, career driven individual with excellent people skills? Liberty will train the successful candidate to become a financial professional. Provide holistic financial planning advice to private and business clients by identifying their insurance, investment, risk and lifestyle needs and objectives. Identify new business opportunities and develop and implement strategies, and manage individual and corporate relationships. Key Activities : Source, develop and cultivate your own client base by networking and prospecting Meet clients in person to provide them with financial planning advice and solutions Identify a clients insurance and investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment requirements, individual goals etc. Make recommendations and provide advice based on each clients unique situation Provide the client with information on the performance of the various investment portfolios available Educate the clients with regards to basic insurance, medical aid and investment principles and insurance needs Educate Business clients with regard to corporate benefit portfolio Ensure that the clients investment portfolio is consistent with Libertys investment philosophy Provide on-going financial planning advice to retained clients Develop and implement strategies to obtain and manage business opportunities arising within assigned Corporate accounts Manage and strengthen relationships Resolve client concerns, queries and/or complaints Source new business from retained clients and by means of referrals Requirements: Tertiary qualification is an advantage, Matric is required. Proven track record in external sales / outbound sales is is highly beneficial. Own vehicle and valid drivers license is essential. Own laptop and strong computer/technological literacy Ability to work independently Able to network, prospect and build relationships Clear credit and criminal record is important Career driven person with strong entrepreneurial drive Please note : This is a sales focused role that will require you to meet clients in person.