Candidate Requirements

What Does a Financial Advisor Do?

A Liberty Financial Advisor is more than a financial guide—they’re a lifelong partner dedicated to helping clients achieve their dreams and secure their financial future. Through insightful advice and genuine care, they build strategies to grow wealth, manage risk, and reduce debt. Here’s what sets a Liberty Financial Advisor apart:

• Build a Legacy with the Liberty Brand
  Develop a professional practice backed by Liberty's reputation for excellence and trust.

• Create Tailored Family Care Plans
  Craft personalized financial roadmaps that reflect each client’s values, goals, and aspirations.

• Offer Proactive, Expert Advice
  Guide clients with actionable strategies that adapt to life’s changes and opportunities.

• Deliver Real-World Solutions
  Align each client’s finances with their short- and long-term goals through creative, practical solutions.

• Cultivate Lifelong Relationships
  Build trust with clients over time, becoming a trusted advisor for every life stage and milestone.

• Being a Liberty Financial Advisor means shaping lives and futures with purpose and integrity.

  Financial Advisor Development Path: A Roadmap to Success

  Phases 1-3: Complete Within 24 Months

  Embark on a development path that equips you with the practical skills and insider knowledge needed to thrive as a Liberty Financial Advisor. Each phase is packed with hands-on learning and real-world experience:

• Earn Product Accreditation

  Gain in-depth knowledge of Liberty’s financial products to tailor-fit solutions for clients.

• Engage in One-on-One Coaching

  Work closely with seasoned advisors in personalized sessions to refine your approach and strategy.

• Achieve Key Industry Certifications

  Complete essential qualifications to enhance your expertise and professional standing.

• Participate in Joint Client Calls

  Observe and learn during collaborative client meetings, gaining insight into client interaction.

• Attend Regular Activity Meetings

  Review progress, set actionable goals, and receive feedback to keep advancing.

• Collaborate in Branch Meetings

  Connect with your branch team to share insights, celebrate wins, and align on goals.

• Network at Business Seminars

• Attend industry events to broaden your knowledge, network, and stay on top of trends.

• Work in Teaming Opportunities

  Partner with colleagues on client cases to gain varied perspectives and strengthen teamwork.

• Receive Dedicated Mentorship

  Gain guidance from experienced mentors, helping you navigate challenges and seize opportunities.

• Benefit from Supervision and Support

  Receive structured oversight as you apply your skills in real scenarios, boosting your confidence. Each step in this path is designed to transform knowledge into practice, preparing you to succeed and grow in your career as a Liberty Financial Advisor.

Minimum Requirements

• Matric - Tertiary Qualification an advantage
• Clear ITC / Criminal record
• Reliable vehicle
• Valid driver's license
• RSA Citizenship
• Established network to derive business from
• Previous sales experience and/or a proven competency in sales and persuasiveness

Benefits include:

• We offer huge earning potential (commission) with a Performance Stipend (R 10 000.00)
• Flexible working hours
• Exceptional Superior support and Accredited Training for you and your practice
• On-going learning
• First class technology
• Corporate benefits (Provident/Pension Fund; Medical Aid)