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
§ 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