Wealth Planner

Are you a top-performing sales professional ready to build more than just a career? Join Liberty and channel your ambition into a high-growth future in financial planning.

We’re looking for driven, people-focused individuals who thrive on building relationships, creating opportunities, and achieving results.

Industry-leading training & mentorship

Ongoing support to accelerate your growth

Performance-driven rewards with uncapped earning potential

The opportunity to build a long-term career with a respected brand

If you’re ambitious, entrepreneurial, and ready to make an impact — apply now and take your sales career to the next level.

Source, develop and cultivate your own client base by networking, prospecting and attending corporate events - in this role, new business development is essential

• 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, individual goals etc.
• Make recommendations and provide advice based on each clients’ unique situation
• Manage, maintain and strengthen client relationships
• Resolve client concerns, queries and/or complaints
• Remain accredited and fit and proper

*This position falls under FAIS regulatory requirements

• 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 required
• Own vehicle and driver's license is non-negotiable
• Laptop
• 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 important
• Career driven person with strong entrepreneurial drive (if you are an ambitious entrepreneur this is for you)

Please apply online OR email your CV to ***email_hidden***

Shortlisted canddiates will be contacted via email.