Wealth Planner

Wealth Planner


Wealth Planner

Details of the offer

*Overall purpose of the role:
To establish, maintain and grow professional relationships with your clients across a varied suite of Liberty's product offering, providing solutions for the client's long and short term insurance, investment, retirement, medical aid and business needs.
Key Accountabilities:
Meet and exceed sales targets

Manage own commission earnings while continuously building a sustainable advisor practice
Maintain all pertinent professional development requirements as per legislation

Education and Experience:
Min 3 years plus continuous working experience

Tertiary qualification is desirable

NQF 5 (FSB approved qualification) is an advantage

RE 5 Completed is an advantage

Clear credit and criminal record

Own vehicle and valid driver's license isessential
Previous experience in an external sales environment is an advantage

Confidence and ability to network, prospect and build relationships

We offer:
We offer a defined career path with growth opportunities, the best training in the industry, mentorship and on-going support to build your own business practice as a wealth planner under the trusted Liberty brand.
Excellent commission based remuneration model and benefits.
This is a Financial Advisory & Intermediary Services role.

Source: Executiveplacements


  • Other Jobs / Other Jobs - Crafts