Financial Advisor

Liberty • Other • Johannesburg Pretoria, Gauteng, South Africa • 2h ago

This role enables a driven and ambitious individual to become a trained Financial Planner

Excellent uncapped earning opportunity. Great Leadership and mentorship offered.

Understand clients’ financial needs

Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance

Answer clients’ questions and address concerns

Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals

Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.

Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.

Manage and regularly update clients’ portfolios.

Building and maintaining your client base.

Commission based employment - commission paid on every product sold uncapped
This is a FAIS role
Full training offered

Requirements;
Matric

2 years Sales experience

RE 5, FAIS qualification an added advantage but not essential

Own car

Drivers License

Laptop

Network of clients

Related Jobs

Insurance Sales

Liberty • Other • Johannesburg and Pretoria, Gauteng, South Africa • 2h ago

SKU-ZAWJO

2h ago

Senior Back Office Developer

Nigel Frank International • Other • Johannesburg, Pretoria, Gauteng, Gauteng, South Africa • $300 - $400 / year • 2h ago

SKU-ZAWJO

2h ago

Ux Ui Specialist Johannesburg,Pretoria,Gauteng

Xcede Group • Other • Johannesburg, Pretoria, Gauteng, Gauteng, South Africa • $300 - $400 / year • 2h ago

SKU-ZAWJO

2h ago

Business Development Manager – Sub-Saharan Africa From 60000 to 85000 (Ctc) - Monthly

Professional Recruitment Partners • Other • Johannesburg, Pretoria, Gauteng, Gauteng, South Africa • $200 - $300 / year • 2h ago

SKU-ZAWJO

2h ago

Financial/Wealth Planner and Advisor

Liberty Group Ltd • Other • Pretoria, Johannesburg, Gauteng, Gauteng, South Africa • $200 - $300 / year • 2h ago

SKU-ZAWJO

2h ago

Junior Conveyancing Attorney - Medium-Sized Law Firm - Pretoria Market Related

AGC Recruitment • Other • Johannesburg, Pretoria, Gauteng, Gauteng, South Africa • $200 - $300 / year • 2h ago

SKU-ZAWJO

2h ago

Business Development Manager Johannesburg North

Pollock & Associates • Other • Randburg, Pretoria, Johannesburg, Gauteng, Gauteng, Gauteng, South Africa • $200 - $300 / year • 2h ago

SKU-ZAWJO

2h ago

Junior Attorney Pretoria

AGC Recruitment • Other • Johannesburg, Pretoria, Gauteng, Gauteng, South Africa • $200 - $300 / year • 2h ago

SKU-ZAWJO

2h ago

Wealth Planner Position at Liberty Package is discussed at interview stage

Liberty Group Ltd • Other • City of Johannesburg Metropolitan Municipality, Pretoria, Gauteng, Gauteng, South Africa • $200 - $300 / year • 2h ago

SKU-ZAWJO

2h ago

Wealth Planner Braamfontein, Menlyn, EastGate, Cresta, Rosebank.

Liberty Group Ltd • Other • City of Johannesburg Metropolitan Municipality, Pretoria, Gauteng, Gauteng, South Africa • $200 - $300 / year • 2h ago

SKU-ZAWJO

2h ago