Are you an entrepreneurial, career driven individual with excellent people skills? 

Liberty will train the successful candidate to become a financial professional. Provide holistic financial planning advice to private and business clients by identifying their insurance, investment, risk and lifestyle needs and objectives. Identify new business opportunities and develop and implement strategies, and manage individual and corporate relationships.

Key Activities:

 Source, develop and cultivate your own client base by networking and prospecting
•  Meet clients in person to provide them with financial planning advice and solutions
•  Identify a clients’ insurance and investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment requirements, individual goals etc.
•  Make recommendations and provide advice based on each clients’ unique situation
•  Provide the client with information on the performance of the various investment portfolios available
•  Educate the clients with regards to basic insurance, medical aid and investment principles and insurance needs
•  Educate Business clients with regard to corporate benefit portfolio
•  Ensure that the clients investment portfolio is consistent with Liberty’s investment philosophy
•  Provide on-going financial planning advice to “retained” clients
•  Develop and implement strategies to obtain and manage business opportunities arising within
assigned Corporate accounts
•  Manage and strengthen relationships
•  Resolve client concerns, queries and/or complaints
•  Source new business from retained clients and by means of referrals