prospecting and referrals. Client Relationship Management: Network, source, and prospect to build and maintain maintain long-term client relationships. Client Consultations: Meet with clients in person, conduct detailed Professional Practice Management: Cultivate long-term client relationships and manage your practice with integrity Independence : Ability to work independently and manage your time effectively. Integrity : Clear credit
prospecting and referrals. Client Relationship Management: Network, source, and prospect to build and maintain maintain long-term client relationships. Client Consultations: Meet with clients in person, conduct detailed Professional Practice Management: Cultivate long-term client relationships and manage your practice with integrity Independence : Ability to work independently and manage your time effectively. Integrity : Clear credit
Start your own professional financial planning practice under the prestigious Liberty brand. Opportunities and execute retirement plans. Implement risk management and tax planning strategies. Develop and implement corportate/business solutions Coordinate estate planning. Manage client relationships. Identify and cultivate new Develop and grow your client portfolios Manage your financial practice Remain accredited and up to date in
Start your own professional financial planning practice under the prestigious Liberty brand. Opportunities and execute retirement plans. Implement risk management and tax planning strategies. Develop and implement corportate/business solutions Coordinate estate planning. Manage client relationships. Identify and cultivate new Develop and grow your client portfolios Manage your financial practice Remain accredited and up to date in
analysis Relationship building Build a professional practice under the Liberty brand Provide solutions for training from professional Trainers as well as your Manager and will therefore get training from someone who
analysis Relationship building Build a professional practice under the Liberty brand Provide solutions for training from professional Trainers as well as your Manager and will therefore get training from someone who
about serving them as a dedicated relationship manager. Requirements: Matric Tertiary Qualification (preferable) tools to track your goals, results, and business practices, Liberty is committed to your success. • A complete
financially broad understanding of financial management principles to represent Liberty and to form a
financially broad understanding of financial management principles to represent Liberty and to form a
National Diploma in Financial Planning Flexibility of managing your own business Rewarding income and uncapped