Professional Financial Adviser

Finance, Insurance, and Investment

If you are an exceptionally driven individual with a strong mix of
independence, people skills, enthusiasm and determination, you may have all the
qualities required to represent Liberty.

This is an opportunity to advance your career within one of the
major financial services companies in South Africa.

Liberty offers a structured, proactive training programme for
aspirant Financial Advisers. You will be supported by a network of proficient professionals
committed to helping you succeed and establish a successful and professional
career in the finance industry.

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.

Key Accountabilities:

• 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

• Provide on-going financial planning advice to “retained” clients

• Develop and implement strategies to obtain and manage business opportunities arising within

Private and Corporate accounts

• Manage and strengthen relationships

• Resolve client concerns, queries and/or complaints

Career Growth

• Opportunity to establish yourself as a financial professional and build your own practice under the Liberty brand

• Opportunity to further your studies

• Supportive environment to allow you to focus on providing excellent customer service and growing your client base

• Full training and mentorship

• Corporate environment and big company presence, branding and advertising, marketing material, IT and admin support, product specialists etc.

• Continuous and on-going In-house training and development

• Recognition - monthly and annual incentives and rewards

• Opportunities for advancement and growth