Overview
Insurance Sales – Financial Planning And Advising Jobs in Mbombela, South Africa at Liberty Standard Bank Group
Location: Mbombela
Do you have a passion for Financial Planning, looking to get into this amazing profession and build your own professional practice?
For more than six decades, we’ve helped you dream of it, plan for it, and deal with it.
We’ve been in it with you — all of it.
This role enables a driven and ambitious individual to become a trained Financial Planner with excellent uncapped earning potential.
Great leadership and mentorship are offered.
The responsibilities include:
Understanding clients’ financial needs, including expenses, income, insurance coverage, financial objectives, tax status, and risk tolerance.
Answering clients’ questions and addressing concerns.
Providing advice on insurance, investment planning, cash management, and other areas to help clients reach their financial goals.
Reviewing clients’ bank and other accounts regularly and analyzing financial data to adapt to life or economic changes.
Preparing or interpreting financial documents, investment performance reports, and income projections.
Managing and updating client portfolios.
Building and maintaining your client base.
Minimum requirements include:
This is a FAIS role.
Matric certificate.
At least 2 years of sales experience.
RE 5 qualification (an advantage but not essential).
Own car and driver’s license.
Laptop.
Network of clients.
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Title: Insurance Sales – Financial Planning And Advising
Company: Liberty Standard Bank Group
Location: Mbombela, South Africa
Category: Finance & Banking (Financial Consultant)
