Unique Personnel Wealth Planner Pretoria South Africa

Unique Personnel Wealth Planner Pretoria Jobs in South Africa

Job Description

Liberty will train the successful candidate to become a financial professional.

Provide holistic financial planning advice to clients by identifying their insurance, investment 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 a written recommendation based on a clients’ responses to the risk profile questionnaire and subsequent discussions

• 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 Liberty’s 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

Candidate Requirements

• Tertiary qualification is a strong advantage.

• Proven track record in external sales / outbound sales.

• Own vehicle and valid driver’s license is essential

• Ability to work independently

• Able to network, prospect and build relationships

• Clear credit and criminal record

• Career driven person with strong entrepreneurial drive

Please note

This is a sales focused role in a target driven environment.

Package & Remuneration

Excellent commission based earning potential where you have control over your earnings, and effort equals reward.

You will be provided with

Opportunity to establish yourself as a financial professional and build your own practice under the Liberty brand

Opportunity to further your studies

Supportive environment to allow you to focus on providing excellent customer service and growing your client base

Above average commission based income and perks

Full training and mentorship

Corporate environment and big company presence, branding and advertising, marketing material, IT and admin support, product specialists etc.

Continuous and on-going In-house training and development

Recognition - monthly and annual incentives and rewards

Opportunities for advancement and growth

How to Apply

For more information and job application details, see; Unique Personnel Wealth Planner Pretoria South Africa

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