For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we’ve helped you dream of it, plan for it, 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 PlannerExcellent uncapped earning opportunity. Great Leadership and mentorship offered.Understand clients’ financial needsDetermine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk toleranceAnswer clients’ questions and address concernsGive advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goalsRegularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.Manage and regularly update clients’ portfolios.Building and maintaining your client base. This is a FAIS roleMinimum Requirements:Matric2 years Sales experienceRE 5, FAIS qualification an added advantage but not essentialOwn carDrivers LicenseLaptopNetwork of clientsThe post Insurance/Wealth Planner appeared first on freerecruit.co.za.