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Financial Wealth Planner
Posted date [2017-Jan-05] (ID: 57015)

Financial Wealth Planner

Liberty a leading financial services institute is looking for experienced Sales Executives to join their team as a Professional Financial Wealth Planner. Candidates that possess a high level of communication skills and are able to thrive in a dynamic, fast-paced environment to provide customized financial planning for high net worth clients will thrive in this team of high-achievers. The advisor would be able to achieve 80%-100% commission and gain incentives through national recognition.

Qualifications and Experience:

§  Matric and NQF5 – Not Negotiable (Degree a preference)

§  Min 2 years Sales Experience

§  Financial and Maths acumen

§  CFP qualification would be to your advantage

§  RE exams would be an advantage


§  Advanced Communication (English business language)

§  Analytical Thinking

§  Achievement Orientation

§  Enterprising Potential

§  Business Acumen

§  Adaptability

§  Stress Tolerance and Resilience


§  Sourcing prospective clients and referrals

§  Assessing client needs by conducting in-depth financial needs analysis

§  Executing highly customized solutions to meet client's financial needs

§  Flexible working hours, constant training and development. Opportunity to join a well-established, secure and reputable brand.

§  Personal consultations with private and business clients to provide them with financial planning advice and solutions.

§  Advise clients with regards to their risk, investment, retirement planning and other needs in accordance with each individual profile.

§  Manage, grow and retain relationships with clients on an ongoing basis

Employer & Job Benefits

§  Incentive trips

§  Uncapped Earning Potential 

Job Title Financial Wealth Planner
Post Details
Posted By Janeen Jordaan
Job Function Financial Advisor, Sales Exec
Start Date asap
Salary High Earning Potential
Location Randburg
Phone No
Email janeen(at)
Deadline 2017-Mar-10
Region Location -> Johannesburg
Job Type Job Type -> Full-time Jobs
Classification Job Classification -> Insurance

Recruitment Agencies Johannesburg