Here is your opportunity to become a part of a leading, established brand in the financial services industry. Our organization is looking for an entrepreneurial minded individual who want to take the next step in developing their career. Superb customer service skills are a must for success. The successful candidate will provide solutions to help clients plan for all of life’s circumstances, both expected and unexpected. If you’re looking for a chance for great income potential, independence and flexibility, we encourage you to APPLY today.

Responsibilities:
Build a professional practice under the Liberty brand
Provide financial planning support to clients
Cultivate strong client relationships
Prepare financial plans and check their accuracy
Respond to prospective customer queries about financial planning
Improve people's lives by making their financial freedom possible
Offer subject matter expertise to fellow Financial Advisors
Maintain awareness of latest legislative changes that may affect financial planning

Requirements and skills:
Clear credit record
Clear criminal record
Valid driver's license
Own vehicle (essential)
Target driven
Excellent communication skills
Resilience and discipline
Desire to continue to learn constantly, keeping up on new industry trends and researching the market to back up financial consulting decisions
Professionalism

Qualifications:
Matric
Tertiary qualification
RE (advantageous)
120 credits (advantageous)

Benefits:
Continuous professional development
Provident fund (you need to meet qualifying criteria)
Group Life cover
Dread Disease cover
Medical aid (50% subsidized)
Funeral benefit
Professional indemnity

Locations include: Umhlanga, Kloof, PMB, Westville, Pietermaritzburg and Mount Edgecombe

JOIN a trusted leader in insurance and investment in Africa and our chosen markets

LIBERTY is not just our name. It's what we do