where your hard work translates directly into financial success? If so, we have the perfect opportunity a passionate individual to join our team as a Financial Planner. In this role, you'll have the freedom success and earnings while providing valuable financial guidance to our clients. The sky's the limit when clients. Assess clients' financial situations and goals. Develop customized financial plans to help clients Motivated self-starter with a drive to succeed. Financial services experience is a plus but not required
where your hard work translates directly into financial success? If so, we have the perfect opportunity a passionate individual to join our team as a Financial Planner. In this role, you'll have the freedom success and earnings while providing valuable financial guidance to our clients. The sky's the limit when clients. Assess clients' financial situations and goals. Develop customized financial plans to help clients Motivated self-starter with a drive to succeed. Financial services experience is a plus but not required
proactive outreach and networking efforts. Tailoring financial solutions to meet the individual needs and goals Conducting comprehensive financial needs assessments to gain insight into clients' financial situations and objectives guidelines and standards. Delivering innovative financial strategies and solutions to clients, staying abreast
proactive outreach and networking efforts. Tailoring financial solutions to meet the individual needs and goals Conducting comprehensive financial needs assessments to gain insight into clients' financial situations and objectives guidelines and standards. Delivering innovative financial strategies and solutions to clients, staying abreast
level. Preference will be given to established financial advisers that have a minimum of 12 months of industry Sanlam academy - continuous training (Wealth Management up to CFP, subject to qualifying criteria) Back To build a profitable practice Minimum 1 year Financial Advisory experience / Insurance sales experience
communication skills, strong sales and business management experience background to establish your own successful with private and business clients to provide financial planning advice and solutions - Advise clients needs in accordance with each individual profile - Manage, grow and retain relationships with clients on
Africa's leading insurance giants as a Senior Financial Planner. Business Development Monitor and assess segment; and produce reports that will assist management in formulating strategy and identifying areas Prospecting Develop and implement relationship management plans for complex potential customer accounts its services. Customer Relationship Management Account Management Develop and implement a customer contact an appropriate response. Customer Relationship Management (CRM) Data Enter customer information that has
Africa's leading insurance giants as a Senior Financial Planner. Business Development Monitor and assess segment; and produce reports that will assist management in formulating strategy and identifying areas Prospecting Develop and implement relationship management plans for complex potential customer accounts its services. Customer Relationship Management Account Management Develop and implement a customer contact an appropriate response. Customer Relationship Management (CRM) Data Enter customer information that has
their financial goals by developing a personalized plan based on the customer's unique financial situation strive to pioneer new ways to guide people towards financial freedom. Liberty is not just our name. It's what premises Conducting in-depth reviews of clients' financial circumstances, current provision and future aims and existing products and services Designing financial strategies Assisting clients to make informed clients changing needs and financial circumstances Promoting and selling financial products to meet given
INDIVIDUALS Its more than a career. It's a way of life. Financial Advisers are there to help their clients plan plan for the future they want by developing financial strategies that create wealth and reduce debt. Liberty solutions to clients based on their financial situation Financial needs analysis Relationship building training from professional Trainers as well as your Manager and will therefore get training from someone who