Wealth Planner

Are you a natural dealmaker with a passion for people? Build a career that makes a difference with Liberty. If you thrive in sales and know how to build lasting relationships, its time to take your success to the next level. At Liberty, we dont just hire top performers we help them grow into top purpose-driven professionals. Join a trusted name in financial services and play a key role in helping South African individuals and businesses secure their financial future. This is more than a job. Its your chance to: Make a real impact through meaningful client relationships Build your own business with the backing of a powerful brand Shape a career in finance with unlimited growth potential Turn your sales talent into something bigger. Apply today. Whats in it for you? World-class training & mentorship Ongoing support to fast-track your success Unlimited earning potential & career growth If you have a proven sales track record and the ambition to thrive in a respected, future-focused industry we want to hear from you. Key Activities: Source, develop and cultivate your own client base by networking, prospecting and attending corporate events. Network and prospect to source new clients; Secure new business from retained clients and by means of referrals Meet clients in person to provide them with financial planning advice and solutions Identify a client's insurance and investment needs, risks, shorfalls and personal circumstances, income requirements, savings requirements, estate planning, individual goals etc. Make recommendations and provide advice based on each clients unique situation Manage, maintain and strengthen long term client relationships Resolve client concerns, queries and/or complaints Remain accredited and fit and proper to render financial advice Tertiary qualification is a strong advantage, Matric is essential. Previous full time working experience is required Proven track record in sales or strong client engagement is highly beneficial Own vehicle and driver's license is non-negotiable Ability to work independently but also as part of a larger team Able to network, prospect and build relationships Clear credit and criminal record is extremely important Career driven person with strong entrepreneurial drive (if you are an ambitious entrepreneur this is for you)

Location: Pretoria, Gauteng, ZA

Posted Date: 7/3/2025