Job Description

Are you passionate about helping people secure their financial future? Do you thrive in a client-focused environment where your skills and expertise make a real difference? Join Liberty as a Wealth Planner and be part of a team that empowers individuals and families to achieve their financial goals.What We Offer:Comprehensive Training & Development: We provide extensive training and ongoing support to help you build your career and grow your expertise.Supportive Environment: Access to cutting-edge tools, marketing resources, and a network of experienced professionals to help you succeed.Key Responsibilities:

• Provide personalized financial advice to clients, guiding them through their investment, insurance, and retirement planning options and more.
• Build and maintain strong, long-term client relationships through excellent communication and regular follow-ups.
• Conduct financial needs analyses to understand clients' unique goals and develop tailored solutions.
• Stay informed about market trends, product knowledge, and regulatory requirements.

This is more than just a job its an opportunity to build a rewarding career that makes a positive impact on people's lives. If you are ready to take on the challenge, apply now and become part of a respected name in the financial services industry.Minimum Qualifications

• Grade 12-Matric
• A degree within any financial field
• Min 3 years working experience

Requirements

• SA ID
• Clear credit and no criminal record
• Reliable car (non-negotiable)
• Laptop is essential
• Unlimited internet connection preferable unlimited WIFI
• Driven by the challenge of a sales environment and writing business
• Strong networking, communication and social skills are essential
• A high flying entrepreneur who is ready for the next step in their career with unlimited potential
• You are willing to commit to a self-development learning path

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