Financial Planner

Employer/Recruiter Name

Website URL

Job Category

Skilled Full-Time

Job Title

Financial Planner

Job Summary

Liberty is honoured to be a high quality provider within the insurance industry and is focused on growing our business. We are currently hiring talented Financial Advisers to proactively identify and sell a broad array of products to our VALUED customers.

As a Financial Advisor your primary responsibilities include:
• Go above and beyond for customers: Aspire to deliver world class customer service
• Drive sales through service: Analyse the customer’s needs and achieve sales and referral goals by developing a positive customer experience
• Build book of business: Proactively seek ways to develop and expand customer relationships in order to contribute towards our success as a whole
• Maximize personal productivity: Desire to maximize personal productivity through attention to detail, self-motivation and adaptability to achieve company and personal goals
• Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills

• Matric
• Tertiary qualification (recommended)
• RE – Regulatory Exam (beneficial)
• 120 credits (highly advantageous)
• CFP® (preferred)
• Strong communication and presentation skills
• Ability to handle multiple tasks and complete in a timely manner
• Ability to work with a team, yet be a self-starter

Why Work with Us

At Liberty, you’ll find a customer-centric culture built around helping our customers and giving back to our communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

As a Liberty professional, you’ll be part of a recognised, respected company. Our mission is to provide you with the necessary resources to help you launch a successful, ethical and self-sufficient financial practice.

Our work environment is fast-paced, energetic and enthusiastic. If you have an entrepreneurial mind-set and are not looking for “just a job”, then this is the place for you.

Locations: Umhlanga, Kloof, PMB, Westville, Overport, Mount Edgecombe and Amanzimtoti

If you want to be the best you need to work with the best

Liberty is not just our name. It’s what we do


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Additional Information

Job Location:

Kloof, South Africa



Closing Date:



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