Financial Advisor – Liberty ECM | Boksburg, Gauteng
Company: Liberty ECM
Location: Boksburg, Gauteng
Contract Type: Contract
Date Posted: 17 March 2025
Application Closing Date: 30 June 2025
Employment Equity Status: Only open to Employment Equity (EE) candidates
About the Company
Liberty ECM, a division of Liberty Group, is a leading name in South Africa’s financial services industry. With its East Rand and Vaal division based in Boksburg, Liberty ECM provides an empowering platform for financial professionals to thrive in a dynamic and growth-oriented environment. Through Liberty@Work, candidates are given the tools, mentorship, and resources to become trusted advisors while playing a key role in delivering financial freedom to clients.
The company is committed to fostering transformation and building strong financial futures, one client at a time.
Role Overview
As a Financial Advisor, you will be responsible for offering tailored financial advice and products to a diverse client base in the East Rand and Vaal areas. This role is ideal for confident, driven, and ambitious individuals eager to make a mark in the financial services industry. You will manage client relationships, analyze their financial goals, and recommend Liberty’s wide range of life insurance, investment, and savings solutions to meet their needs.
The position offers flexibility, uncapped earning potential, and the chance to grow your own business under the Liberty brand.
Key Responsibilities
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Build and maintain strong long-term client relationships
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Conduct financial needs analyses and recommend suitable Liberty products
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Ensure compliance with regulatory standards and company policies
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Manage and grow a personal client portfolio
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Stay informed of changes in the financial industry and Liberty’s offerings
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Prepare and submit performance reports to internal stakeholders
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Engage both individual clients and organizations within the mid- to low-income markets
Qualifications and Experience
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Grade 12 / Matric (minimum requirement)
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A FAIS-recognized qualification must be obtained within 6 years of DOFA
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Own laptop or tablet is essential for daily business activities
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Sales experience (telephonic or face-to-face) is advantageous
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Financial industry experience is beneficial, but not required
Technical Skills and Knowledge
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Knowledge of South Africa’s financial products and market trends
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Strong understanding of life insurance, investments, and retirement planning
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Ability to adhere to compliance, legislative and ethical requirements
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Excellent presentation, negotiation, and communication skills
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Strong customer service orientation and consultative selling approach
Behavioral Competencies
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Communication: Expresses ideas clearly, both verbally and in writing
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Integrity: Upholds ethical standards and builds trust
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Client-Centricity: Focuses on client satisfaction and service delivery
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Resilience: Handles pressure and remains positive in challenges
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Flexibility: Adapts to change and embraces diverse client needs
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Planning and Organizing: Manages time, priorities, and resources effectively
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Persuasiveness: Wins client commitment through influential communication
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Drive and Commitment: Pursues goals with enthusiasm and determination
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Relationship Building: Establishes productive professional networks
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Business Acumen: Understands financial markets and business practices
What the Company Offers
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High-earning commission structure with no earning limits
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Access to ongoing training and Liberty’s digital business tools
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Personal business mentorship and support from experienced leaders
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Career advancement opportunities within a respected national brand
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Flexibility to manage your own schedule and clientele
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Tools and systems that support efficiency and success in the field
Equal Opportunity Statement
This opportunity is exclusively open to Employment Equity (EE) candidates in alignment with Liberty’s transformation policies. The company is committed to creating equal access to high-quality financial careers in South Africa.
How to Apply
Applications close on 30 June 2025. Shortlisted candidates will be contacted within 14 business days. If you do not hear back, kindly consider your application unsuccessful.
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