Financial Advisor – Liberty ECM | Bloemfontein, Free State
Company: Liberty ECM
Location: Bloemfontein, Free State
Contract Type: Permanent
Date Posted: 14 March 2025
Application Closing Date: 30 June 2025
Employment Equity Status: Only open to Employment Equity (EE) candidates
About the Company
Liberty ECM is a trusted name in the South African financial services industry, dedicated to empowering individuals with personalized financial advice and tailored solutions. Operating under the Liberty@Work initiative, Liberty provides aspiring professionals the opportunity to join a nationally respected brand while enjoying the flexibility and growth potential of entrepreneurship.
Based in Bloemfontein, Free State, this role is perfect for goal-driven, confident, and client-focused individuals looking to launch or grow their career in financial advising and sales.
Role Overview
The Financial Advisor is responsible for delivering strategic financial guidance and building long-lasting client relationships. This role demands the ability to analyze individual financial situations and recommend appropriate products from Liberty’s suite of benefits. The advisor will work closely with individuals, communities, and corporate groups, ensuring Liberty remains a trusted financial partner in the Free State region.
As a Financial Advisor, you’ll act as a brand ambassador, maintaining high service standards and helping clients navigate the ever-changing financial landscape.
Key Responsibilities
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Develop and manage a personal portfolio of clients and prospects
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Conduct financial needs analysis to deliver tailored advice and products
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Maintain ongoing relationships and conduct regular portfolio reviews
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Monitor market trends and regulatory changes to better serve clients
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Achieve business growth targets by identifying new opportunities
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Ensure adherence to Liberty’s internal policies and compliance regulations
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Submit regular performance reports and sales updates to management
Qualifications and Experience
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Grade 12 (Matric) is required
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Must obtain a FAIS-recognized qualification within 6 years of DOFA
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A laptop or tablet is essential to perform your duties effectively
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Previous experience in face-to-face or telephonic sales is advantageous
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Exposure to the financial services industry will be beneficial
Technical Skills and Knowledge
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Familiarity with the financial sector and evolving market trends
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Ability to present financial concepts in a professional and accessible way
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Customer service excellence to foster loyalty and retention
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Knowledge of financial planning, insurance, and investment principles
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Confidence in public speaking and participating in sales events or workshops
Behavioral Competencies
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Verbal and Written Communication: Communicate clearly and professionally
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Integrity: Uphold Liberty’s values through ethical behavior
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Interpersonal Skills: Build relationships and manage client expectations
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Resilience and Stress Tolerance: Stay focused and positive under pressure
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Flexibility: Embrace change and adapt to new environments or challenges
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Drive and Commitment: Consistently strive for results and business growth
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Persuasiveness: Confidently present ideas and influence decisions
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Client Centricity: Prioritize the needs and satisfaction of every client
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Learning Potential: Continuously grow knowledge and apply new insights
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Planning and Organizing: Execute tasks effectively and manage resources
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Relationship Building: Establish professional rapport with internal and external stakeholders
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Business Acumen: Understand economic drivers and market dynamics
What the Company Offers
Working at Liberty ECM means being supported by a powerful brand while enjoying the freedom to manage your own schedule and grow your business. The role includes:
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Uncapped earning potential through performance-based commission
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Access to industry-leading training, tools, and mentorship
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Brand credibility and marketing support
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A collaborative and inclusive culture
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Freedom to work in your community while making a difference
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Career advancement through Liberty’s professional development programs
Equal Opportunity Statement
This role is exclusively open to Employment Equity (EE) candidates as part of Liberty’s transformation and diversity strategy. Liberty ECM is committed to building a representative and inclusive workforce.
How to Apply
Apply by 30 June 2025 to take the first step in an exciting and rewarding financial advisory career with Liberty ECM. Only shortlisted applicants will be contacted. If you have not heard from us within 14 days of the closing date, please consider your application unsuccessful.
Explore More Opportunities
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