Where

Wealth Planner (Sales & Advice)

Liberty Financial Advisers
Pretoria Full-day Full-time

Description:

Do you have excellent people skills, a professional appearance, an entrepreneurial spirit and sales background? Apply today!

The purpose of this role is to help your clients plan their finances, project the results of their savings and investments, and make necessary changes and additions, plan for retirement, put products in place to protect against the financial implications of unforeseen life events, and help them make decisions towards achieving their financial goals as efficiently as possible.

Aid businesses in mapping out their financial strategies and e mpower businesses to achieve growth through sound financial planning.

Requirements:

Requirements for this role:

Minimum Qualifications :

Matric (essential)

Desired Qualifications:

Commercial/Business Degree or Diploma

Other essential Requirements :

Clear Credit record
Clear Criminal Record
Own Transport and Drivers License - this is non-negotiable

Personality Traits & Skills required for this role :

Prospecting and Networking skills

Academic ability

Proven Sales Ability

Ability to work independently but as part of a bigger team

Fluency in spoken and written English

17 Apr 2024;   from: careers24.com

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