We are currently sourcing Financial Planners to join our dynamic team in Cape Town If you fit the description specialization, all financial planners have the same objective: to help their clients reach their financial goals. with the leader in the financial services industry, LIBERTY. Financial planners spend their days meeting existing clients. Financial planners help their clients make more informed financial decisions. Those
Africa's leading insurance giants as a Senior Financial Planner. Business Development Monitor and assess sales
South Africa's insurance giants as a Senior Financial Planner. Business Development Monitor and assess sales
South Africa's insurance giants as a Senior Financial Planner. Business Development Monitor and assess sales
Africa's leading insurance giants as a Senior Financial Planner. Business Development Monitor and assess sales
Africa's leading insurance giants as a Senior Financial Planner. Business Development Monitor and assess sales
right Financial Planner is like finding the perfect life partner. Our Liberty Financial Planners are professionally clients through every step of their life-long financial journey. They will adapt to changing needs and maintain and grow the client's finances. As a Financial Planner you will learn to build your practice with and grooming of sales coaches and experienced planners as well as receive accredited training. You will client relationship by evaluating the client's financial needs, investment opportunities, and insurance
right Financial Planner is like finding the perfect life partner. Our Liberty Financial Planners are professionally clients through every step of their life-long financial journey. They will adapt to changing needs and maintain and grow the client's finances. As a Financial Planner you will learn to build your practice with and grooming of sales coaches and experienced planners as well as receive accredited training. You will client relationship by evaluating the client's financial needs, investment opportunities, and insurance
of interns that want to have a career in the financial services industry Create a curriculum (internship relationships with colleagues and clients throughout the financial services environment, both within and outside outside of the organization. Keep up to date with financial product information. Interns to be placed under in Financial Planning with CFP status RE5 Experience: Min of 5 years' experience in the financial services
Manager/ Broker Consultant to join their dynamic Fourways, Johannesburg team. Acquire new broker partners partners and complete the broker application process Develop and maintain relationships with insurance partner's and maintain ongoing relationships with brokers. Grow broker portfolios in terms of GWP and number of potential brokers and opportunities for business growth Conduct Product Training with Brokers – new and training Scheduling and attending meetings and broker site visits Keep detailed records and complete