Job Details
Employer: Liberty Financial Advisers

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 clients by identifying their insurance, investment 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 a written recommendation based on a clients’ responses to the risk profile questionnaire
and subsequent discussions
•  Provide the client with information on the performance of the various investment portfolios
•  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



Candidate Requirements


•  Tertiary qualification is a strong advantage.

•  Proven track record in external sales / outbound sales.

•  Own vehicle and valid driver’s license is essential

•  Ability to work independently

•  Able to network, prospect and build relationships

•  Clear credit and criminal record

•  Career driven person with strong entrepreneurial drive

Please note: This is a sales focused role in a target driven environment.

Apply before Tuesday, March 24, 2020 - 36 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.
Hot Job 22 people have applied for this job. 209 people have viewed this job.
  • Founded
    January, 1957
  • Industry
  • Type
  • Reach
  • Size
    5000 to 10000 employees
We are one big family We know how to have fun along the way: working here does not feel like a job. Certified Financial Planner Cape Town

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Best things: I left a permanent position to join Liberty as a contractor-a huge risk. I never believed in my abilities until I joined Liberty. Not only am I remunerated well for performing what I was contracted to do but I am hugely incentivised to overperform. Liberty is built on trust. What you put in you will get out. Without a doubt #thebestcompanytoworkfor