Wealth Planner Position at Liberty Package is discussed at interview stage

Introduction

Are you a motivated individual with a passion for sales, while changing people's lives by making their financial freedom possible? If so, then please note that Liberty is looking for individuals with an entrepreneurial spirit and excellent networking skills to come be a part of our dynamic teams of Financial Advisers. We have branches around the Gauteng Region that are looking to increase its Financial Adviser Base.

Duties & Responsibilities

• You are going to be responsible for helping your clients plan they want by developing financial strategies that create wealth and reduce debt.
• You are going to take time to truly understand your client's needs, wants and any dreams that they hold dear, and you are going to become a life-long partner in making sure that they achieve them and live their best lives possible.
• There is going to be some intense in-house training offered - Product training, financial services certifications (like regulatory examinations and class of business training) and continuous development in furthering your education with no cost to you as its part of Liberty's continuous development initiatives.
• You will also be expected to show Liberty's core values once you in the field as we want our representatives to be always respectful and empathetic to their customers.

Desired Experience & Qualification

• National Senior Certificate (Grade 12).
• Diploma/Degree advantageous - Please note that your qualification must be recognized by the Financial Services Authority.
• Minimum of 2 years of Sales experience.
• Valid driver's license.
• Clear criminal and credit record.
• RE5, Wealth Management, and a Certificate in Banking are an advantage.
• FAIS compliant.

Package & Remuneration

Liberty provides performance-based packages, incentives, bonuses, plus group benefits:

• Provident Fund.
• Medical Aid.
• Group Life Cover.
• Professional Indemnity.
• Income Protection.
• Dreaded Disease Cover.

Interested?

Apply now and see if you are eligible to join Liberty, our dedicated team of Talent Acquisition Specialists have a turnaround time of 3 days if you meet the criteria that we are looking for. #J-18808-Ljbffr