Financial Adviser - Liberty FA, Kloof

  • Kloof
  • Salary: Market Related
  • Benefits: Medical Aid, Pension, Training, group life cover, provident fund, training and development
  • Commission: Lucrative Commission Earning Potential
  • Job Type: Permanent
  • Sectors: Insurance, Sales, Finance
  • Posted by Liberty FA on Tuesday, September 10, 2019
  • Reference: 20191
  • Apply before Saturday, November 9, 2019 - 28 Days left

Vacancy Details

Employer: Liberty FA


Liberty is honoured to be a high quality provider within the insurance industry and is focused on growing our business. We are currently hiring talented Financial Advisers to proactively identify and sell a broad array of products to our VALUED customers.




As a Financial Advisor your primary responsibilities include:


·       Go above and beyond for customers: Aspire to deliver world class customer service


·       Drive sales through service: Analyse the customer’s needs and achieve sales and referral goals by developing a positive customer experience


·       Build book of business: Proactively seek ways to develop and expand customer relationships in order to contribute towards our success as a whole


·       Maximize personal productivity: Desire to maximize personal productivity through attention to detail, self-motivation and adaptability to achieve company and personal goals


·       Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills


Required Skills

  • financial planning : 1 to 2 years
  • sales : 1 to 2 years

Candidate Requirements




·       Matric


·       Tertiary qualification (recommended)


·       RE - Regulatory Exam (beneficial)


·       120 credits (highly advantageous)


·       CFP® (preferred)


·       Strong communication and presentation skills


·       Ability to handle multiple tasks and complete in a timely manner


·       Ability to work with a team, yet be a self-starter

own car

valid driver's license

clear credit and criminal record

This position reports to: Branch Manager Apply before Saturday, November 9, 2019 - 28 Days left Companies may expire jobs at their own discretion. If you have not received a response within two weeks, your application was most likely unsuccessful.
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About Liberty FA

At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day.

Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products.

Our thirst for knowledge is embodied by a group of outstanding people who give our clients the tools and advice needed to achieve success.

Why we are in business:
To pioneer new ways and guide people towards financial freedom.

Our purpose:
To make a difference in people’s lives.

Our impact:
What we do changes people’s realities.

Our vision:
To be the trusted leader in insurance and investment in Africa and our chosen markets.