Wealth / Financial Sales Advisor

IWCP : Insurance & Wealth Creation Professionals

IWCP - Insurance and Wealth Creation Professionals, an Affiliate of Liberty, is seeking to fill the Wealth / Financial Sales Advisor position with the ideal candidate who possess the desired entrepreneurial skills, tenacity and resilience.

The opportunity is also available in Cape Town, Woodmead, Nelspruit, Benoni, Rustenburg and Durban

Be part of a dynamic team of Professionals, who are motivated by competition, achievement, activity, growth and autonomy. Sales and building lasting relations are innate, with a strong desire to provide the client with what they need.

Do you possess a well-developed sense of empathy and understanding, along with the ability to listen and inspire confidence?

Do you Believe in yourself?

Are you goal orientated and a top achiever?

Duties & Responsibilities

  • Provide comprehensive financial planning and advisory services to clients.
  • Develop and implement personalised investment strategies aligned with clients' financial goals
  • Maintain and grow a client portfolio through proactive relationship management
  • Stay abreast of industry trends, regulatory changes, and investment opportunities
  • Represent and promote Liberty's suite of leading financial products and services

Desired Experience & Qualification

  • Matric
  • Driver's licence, own transport and a laptop essential
  • a Diploma / Degree / RE5 / NQF5 an advantage
  • Minimum of 2 -3 years working experience
  • Sales and/or financial experience a definite advantage
  • Excellent communication and interpersonal skills
  • The desire to have your own business
  • A Winning attitude

Package & Remuneration

  • Limitless Earning Potential - Competitive market-related commission structure
  • Tailored Professional Development - Includes a structured onboarding journey, ongoing learning opportunities and one-on-one mentorship to accelerate your Career.
  • Entrepreneurial Autonomy - Enjoy the freedom to build your own client portfolio, set your own goals, and shape your own success story.
  • Excellent Working Culture - Unmatched culture of Tribe, family ethos, support and mentorship.

Interested? Ready to Elevate your Career?

Please apply online or forward your CV to ***email_hidden*** with reference IWCPL616