If you want to enter the Wealth Management Industry , then a Liberty Financial Sales Adviser Graduate Enjoy the privilege of working with top class Management and Support professionals within the field. At skills across Insurance, Asset Management, Investment, Risk Management and Health products. Purpose To To create and protect the financial security and wealth of others by conducting detailed financial needs track record of sales success and experience in networking , identifying potential clients and closing business
financially broad understanding of financial management principles to represent Liberty and to form a career growth . You will be required to use your network skills to search for potential leads , close off
financially broad understanding of financial management principles to represent Liberty and to form a career growth . You will be required to use your network skills to search for potential leads , close off
self-motivated and people orientated, with a strong client network, the role of a Financial Planner will be ideal National Diploma in Financial Planning Flexibility of managing your own business Rewarding income and uncapped
integrity Excellent communication skills Strong network/social contact Strong presentation skills Analytical training from professional Trainers as well as your Manager and will therefore get training from someone who
integrity Excellent communication skills Strong network/social contact Strong presentation skills Analytical training from professional Trainers as well as your Manager and will therefore get training from someone who
this profession, new business development is key. Network and prospect to source clients. Set up and attend 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 clients. Develop and grow your client portfolios Manage your financial practice Remain accredited and up
this profession, new business development is key. Network and prospect to source clients. Set up and attend 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 clients. Develop and grow your client portfolios Manage your financial practice Remain accredited and up
in your teammates. • Networking. You are constantly looking to expand your network and get energy from about serving them as a dedicated relationship manager. Requirements: Matric Tertiary Qualification (preferable)
services firm committed to empowering individuals to secure their financial futures. With a track record of