Financial/Wealth Planner and Advisor

Job Description

For over 60 years, we at Liberty have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we’ve helped you dream of it, plan for it, deal with it. We’ve been in it with you. All of it.

This role enables a driven and ambitious individual to become a trained Financial Planner.

Excellent uncapped earning opportunity. Great Leadership and mentorship offered.

Duties & Responsibilities

1. Understand clients’ financial needs.
2. Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance.
3. Answer clients’ questions and address concerns.
4. Advise clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals.
5. Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
6. Prepare or interpret financial document summaries, investment performance reports, and income projections for clients.
7. Manage and regularly update clients’ portfolios.
8. Build and maintain your client base. This is a FAIS role.

Desired Experience & Qualification

1. Matric
2. 2 years Sales experience
3. RE 5, FAIS qualification an added advantage but not essential
4. Own car
5. Drivers License
6. Laptop

Package & Remuneration

Incentives paid on every single product, from product 1 uncapped.

• Insurances

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