Financial Planner (Remote) Training provided

We are seeking a skilled sales professional with a proven track record in sales, lead generation and deal closure to work remotely from KZN.

You should excel in building relationships and actively listening to client needs. The successful candidate will provide holistic financial planning advice to private and business clients.

We are looking for an ambitious and adaptable individual who can bring a lot of energy to the team. Join us in our continuous pursuit to pioneer new ways to guide people towards their financial freedom.

Full training, mentorship & support provided.

Key Activities

• Network and prospect to source new clients.
• Meet with clients in person to provide advice & solutions
• Grow and maintain existing client relationships.
• Provide ongoing holistic financial planning advice to clients.
• Ensure full compliance with all applicable legislation
• Build and manage your own professional practice under the Liberty brand

*This is a FAIS-regulated position

• Applicants must currently reside in KwaZulu-Natal (KZN) to be eligible for this role
• Tertiary qualification is highly preferential, Matric is essential
• A minimum of three years full-time working experience in a client facing environment is required.
• Proven track record in sales.
• Own vehicle and valid driver's license is a non-negotiable requirement.
• Ability to network, prospect, negotiate and build relationships
• Ability to work independently
• Clear credit and criminal record
• Proactive career driven person with strong business acumen
• .This is a remote role requiring a suitable home workspace and reliable high-speed Wi-Fi

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