Financial Planner with Liberty
Posted date [2019-Jan-10] (ID: 70980)

Financial Planner Liberty

As a leading South African financial services provider, Liberty serves individual, business and institutional clients and we have developed a unique platform to continue to strengthen our leadership position. It is important for everyone to have a financial plan in place that leads us to
where we want to be in life. Joining a team of winners, you will set up your own business practice within one of the most dynamic and respected companies in South Africa.

Job Description

  • To sell Liberty products in a professional manner enabling Agency and Entrepreneurs Distributions in achieving its strategic vision & therefore meeting targets profitably.
  • To prospect for clients/ to obtain leads to secure appointments - daily activity.
  • To conduct a professional FNA to make needs based recommendation that could lead to a sale.
  • To achieve sales targets as set out by Liberty.
  • To build relationships with clients so that consultant wins confidence, credibility and trust.
  • Elicit information to maximize the effectiveness of a client’s portfolio. To secure 2nd appointment.
  • To give objective professional advice on client’s needs.
  • To portray the appropriate propriety in their target market.
  • To meet all legislative requirements.
  • To remain accredited and up to date with relevant market & industry related subjects.
  • To remain adequately equipped and knowledgeable regarding the latest technology.
  • To build a long-term professional, profitable practice

Minimum Requirements 

  • Must be a SA citizen or Permanent Resident, must have a valid 13 digit ID number that is checked by MIE.
  • A minimum matric/ grade 12 qualification or equivalent as defined by SAQA.
  • If the individual has 5 years' experience in the industry - as per DOFA date, then the relevant NQF 5 qualification applies
  • If the individual has 2 years' experience in the industry - as per the DOFA date, the RE qualification applies.
  • Valid SA drivers licence
  • Reliable motor vehicle
  • SA income tax number.
  • No criminal record
  • Credit clear

Job Title Financial Planner with Liberty
Post Details
Posted By Janeen Jordaan
Job Function insurance sales
Start Date asap
Salary Negotiable
Location Gauteng
Phone No
Email janeen.jordaan(at)
Deadline 2019-Feb-28
Region Location -> Gauteng
Job Type Job Type -> Full-time Jobs
Classification Job Classification -> Insurance

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