Financial Planner (Training provided)

The future of the financial planner career in South Africa is strong, with growing demand and evolving roles that leverage technology to enhance human-centered, holistic advice. The industry is shifting from a sales-focused, product-centric model to one that prioritizes a comprehensive and empathetic coaching approach to help clients manage their financial well-being. If this sounds like the career for you, keep reading Are you entrepreneurial, ambitious and great with people? Liberty is looking for driven individuals ready to build a serious career in financial advice. Well train and develop you into a trusted Financial Professional while you grow your own client base in an environment where your earning potential is entirely performance-driven. Opportunities for further studies and career advancement. What Youll Do: Build and manage your own pipeline through networking and prospecting Meet private & business clients face-to-face and give tailored financial planning advice Identify insurance, investment and risk needs Recommend solutions based on each clients goals Educate clients on insurance, medical aid, investments and corporate benefits Maintain long-term client relationships and handle queries professionally Source new business from existing clients and referrals This is a client-facing, sales-focused role you must be comfortable meeting clients in person. This role is ideally suited to individuals who are motivated by performance-based earnings, where effort equals reward. Tertiary qualification highly beneficial, Matric is required External/outbound sales experience is a strong advantage Own vehicle, drivers licence, and laptop ( non negotiable ) Tech-savvy, independent working ability and able to build relationships Clear credit and criminal record (checks will be done) Ambitious, entrepreneurial and career-driven Strong intellectual/analytical skills required