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Liberty | Wealth Planner | Training from 1st day

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Finance and Insurance

Job Description

It seems like youre the kind of person who refuses to settle Does this sound familiar? You know youre capable of more than your current role allows. You want freedom. The kind thats earned, not given. You enjoy taking ownership because you trust your own drive. And deep down, youve always felt a little entrepreneurial even if you havent called it that yet. If that description mirrors who you are, keep reading. Whats the biggest challenge youre facing in your career right now? Most ambitious people say the same things: Im capped, my earning potential isnt tied to my effort. I want to build something of my own, but I dont know where to start. I want a career with meaning, not just a job. This role solves those exact problems. THE OPPORTUNITY Were looking for driven individuals who want to build a successful Wealth Planning / Financial Advisory practice with the backing of the Liberty brand. A brand that is well established and trusted within the South African economy. But heres the honest, refreshing truth: This isnt instant freedom. You will start under supervision , with clear guidance, direction, and structured learning. Thats how top performers grow fastest. As you begin seeing clients, your flexibility increases immediately and in reality, that means more time out in the field, building your business and engaging with people. This isnt just a job: This is a career with purpose. WHAT YOU WILL ACTUALLY DO Build real relationships with clients Help them protect, grow, and structure their wealth Shape financial plans that change lives Transition from structured supervision confident independence Run your day like a business owner as your competence grows How am I supposed to succeed if Ive never done financial planning before? Great question and exactly the type highcalibre thinkers ask. Heres how: You get worldclass training You work under structured supervision while building your competence Experienced mentor guides you stepbystep You gain access to a trusted brand and full support ecosystem Youre equipped with systems, tools, and frameworks proven to build a book from scratch Your only job is to bring your ambition and work ethic. THIS ROLE IS PERFECT FOR YOU IF: Youre hungry, driven and goaloriented You enjoy working with people You want to build long-term financial independence You value structure while you learn, and freedom once youre competent Youre comfortable being in control of your own results Youve always felt made for more Experience is helpful, not essential . Your mindset matters more. WHATS IN IT FOR YOU? The chance to build generational income Freedom that grows as you do Support, structure, and training that removes the guesswork A career that expands with your capability Flexibility once you begin meeting clients Minimum Qualifications Grade 12-Matric A degree within any financial field Min 3 years working experience Requirements SA ID Clear credit and no criminal record Reliable car (non-negotiable) Laptop is essential Unlimited internet connection preferable unlimited WIFI Driven by the challenge of a sales environment and writing business Strong networking, communication and social skills are essential A high flying entrepreneur who is ready for the next step in their career with unlimited potential You are willing to commit to a self-development learning path

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Job Details

Posted Date: March 1, 2026
Job Type: Finance and Insurance
Location:
Company:

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Don't miss this opportunity! Apply now and join our team.