Provide holistic financial planning advice to private and business clients by identifying their
Investment and lifestyle needs.
Identify new business opportunities and develop and Implement strategies, and manage individual and corporate relationships.
Source, develop and cultivate your own client base by networking,referrals and prospecting
Meet clients in person to provide them with financial planning advice and solutions
Develop and implement strategies to obtain and manage business opportunities arising within
Private and Corporate accounts.
Opportunity to establish yourself as a financial professional and build your own practice under the Liberty Brand.
Opportunity to further your studies.
Full training and mentorship.
Corporate environment and big company presence, branding and advertising, marketing and Product Specialists.
Recognition – monthly and annual incentives and rewards.