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 you’re 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 client’s 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 you’re 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.
Requirements:
Clear Credit record
No Criminal record
Own transport and valid driver’s license
Own laptop
Resources to be able to work remotely when required
Unlimited Internet Connection
Covid Vaccination