Job Description

ARE YOU:
Self-motivated, driven, and ready for a new challenge?
Ready to work hard for meaningful rewards?
Interested in helping people?
DO YOU:
Have an entrepreneurial spirit?
Lack career progression in your current role?
Want to have a career that youre proud of?
Get the qualifications and skills you need for a career in financial advice. Pursue a fulfilling career with meaningful impact. Good financial advice leaves people much better prepared for life events, big or small.
As a trusted Planner, you will:
Work directly with clients as their financial wellness coach, helping them improve their lives by educating and empowering them to reach their financial goals.
Provide holistic financial solutions to clients
Provide sound, comprehensive financial advice, and guidance to clients
Develop a plan that integrates a comprehensive evaluation of a clients current financial situation and provides targeted recommendations to meet their short- and long-term goals
Construct personalised financial plans that aim to achieve the financial goals of clients according to their specific lifestyles and financial needs
Help clients build a better future and achieve financial clarity
Cultivate, build and maintain strong client relationships
Benefits
Enjoy uncapped earning potential
YOU are in control of your earning potential
Recognition based on production levels
Access to Liberty Product Specialists
A bespoke EQ-FIN Academy programme that includes a combination of structured classroom training, one-on-ones, on the job training, self-study, and mentoring
Be trained by proficient professionals committed to helping you succeed and establish a successful and professional practice
Qualifications
Grade 12 (Matric)
Degree / BCOM Advantageous
Minimum 3 years working experience
Skills and Competencies
Analytical thinker
Strong business acumen
Proficient numeracy skills
Strong work ethic
Excellent networking and communication skills
Service-oriented and customer-centric
Good presentation skills
Good organisational and time management skills
Ability to network, prospect, and build relationships
Be proficient on a computer
Strong Emotional Intelligence to thrive in a highly challenging and fast-paced environment
Solutions orientated, a problem solver and you think outside the box
If youre looking to take on a new role and challenge or get your foot on the career ladder, then please apply online. We would love to meet you.
Clear Credit record
No Criminal record
Own transport and valid drivers license
Own laptop
Resources to be able to work remotely when required
Unlimited Internet Connection
Covid Vaccination

Skills Required