Financial Adviser/Planner

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Job Description

Duties & Responsibilities :

Business Development/Sales
Offering solutions to clients based on their financial situation
Financial needs analysis
Relationship building
Build a professional practice under the Liberty brand

Provide solutions for clients

Desired Experience & Qualification

Own Vehicle

Valid Drivers License

Minimum matric – tertiary qualification advantageous

Own Laptop

Uncapped Internet


Honesty and integrity

Excellent communication skills

Strong network/social contact

Strong presentation skills

Analytical thought process


Previous sales track record (advantageous)

Package & Remuneration

Flexible working hours


Medical Aid

Training and development (product, systems, and sales).

Competitive commission based on achieving set sales targets (your effort matches your remuneration)

Opportunity to join a well-established, reputable brand