This role enables a driven and ambitious individual to become a trained Financial Planner and build up their own practice under the Liberty Brand.

Excellent benefits commission and incentives plus we provide all the training you need.

Understand clients’ financial needs

Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance

Answer clients’ questions and address concerns

Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals

Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.

Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.

Manage and regularly update clients’ portfolios.

Building and maintaining your client base.
This is a FAIS role

Requirements:

Matric

Sales experience

Drivers License

Laptop

Own network of clients