Financial Planner and Advisor - Long term Insurance

Libertyis expanding their professional sales force within our wealth planning division. We are looking for driven, ambitious individuals who want to join the Advisory profession and build a practice for themselves under the Standard bank/Liberty Group. Full training offered. Uncapped commission benefits and incentives Responsibilities: Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) Assess clients overall financial picture, understand their needs and develop a solid financial plan Guide clients towards a profitable and secure financial decision Cultivate client base and build win-win relationships Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas Keep abreast of new industrys trends and research market to back up financial consulting Oversee the course of the financial plan and update it, if necessary, to ensure profits Comply with all industry rules and regulations Liaise with providers, solicitors, valuers and other professionals Matric Tertiary education an advantage If experienced in the field, all compliance qualifications is a must have 2 years sales experience Laptop Drivers License Own car Network of clients

Location: North West, North West, ZA

Posted Date: 7/3/2025