Financial Advisor – Liberty ECM | Midvaal Rural, Gauteng
Company: Liberty ECM
Location: Midvaal Rural, Gauteng
Contract Type: Contract
Date Posted: 18 March 2025
Application Closing Date: 30 June 2025
Employment Equity Status: Only open to Employment Equity (EE) candidates
About the Company
Liberty ECM, part of the Liberty Group, is a reputable name in South Africa’s financial services sector. Liberty offers dynamic career opportunities to individuals driven by the goal of helping others achieve financial freedom. With a focus on wealth creation, protection, and risk management, Liberty ECM is searching for ambitious, self-motivated individuals who are eager to join the East Rand and Vaal division as Financial Advisors.
This position presents a unique opportunity to work within one of the country’s top financial advisory environments, delivering comprehensive solutions to individual and group clients across various market segments.
Role Overview
The successful candidate will act as a trusted financial partner to clients by delivering expert guidance on Liberty’s life assurance, risk cover, and investment offerings. Through a consultative sales approach, the Financial Advisor will identify financial goals, recommend fit-for-purpose solutions, and foster long-term client relationships. This role demands both strategic thinking and practical sales expertise, as well as the ability to deliver service excellence in a competitive industry.
Key Responsibilities
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Offer financial advice tailored to clients’ evolving life, risk, and investment needs
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Conduct client needs analyses and identify appropriate Liberty benefit packages
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Build and manage a pipeline of potential clients through lead generation and referrals
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Provide consistent client engagement and portfolio reviews to assess changing needs
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Ensure compliance with Liberty internal policies, FAIS regulations, and other legal requirements
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Stay up-to-date with product knowledge, market trends, and financial legislation
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Participate in community outreach and formal/informal presentations to expand client reach
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Complete and maintain detailed records and accurate administrative documentation
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Report regularly to management and team leaders on performance metrics and sales progress
Qualifications and Experience
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Matric / Grade 12 is essential
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FAIS-recognized qualification to be completed within 6 years of DOFA (as per FSCA requirements)
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Prior face-to-face or telephonic sales experience is advantageous
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Knowledge of financial services, insurance products, or investment portfolios is desirable
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Access to a laptop or tablet is a requirement for the role
Core Competencies and Skills
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Strong verbal and written communication skills
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Ethical, trustworthy, and able to maintain client confidentiality
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Excellent interpersonal skills and the ability to manage conflict with professionalism
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Emotional resilience and the ability to thrive in a high-pressure sales environment
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Adaptability and openness to new experiences and changes in strategy
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Self-driven with strong commitment to achieving and exceeding goals
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Persuasive and confident in negotiating with diverse individuals and groups
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Client-centric with a passion for delivering solutions that truly add value
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Reliable in following instructions and adhering to timelines and policies
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Quick learner with the ability to apply new knowledge to real-world situations
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Excellent planning and organizational abilities to manage multiple client portfolios
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Skilled in relationship-building and networking for sustained business growth
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Demonstrates a strong understanding of business acumen, industry regulations, and economic trends
What Liberty ECM Offers
Liberty ECM provides comprehensive training and support for Financial Advisors through its Liberty@Work framework. This includes coaching, access to product experts, digital tools, and marketing support to ensure you have everything needed to succeed. While the position is commission-based, high-performing advisors enjoy exceptional earning potential, recognition awards, and career advancement opportunities in a values-driven organization.
Liberty is committed to empowerment and encourages applications from Employment Equity (EE) candidates to promote inclusion and transformation in the financial sector.
Equal Opportunity Statement
Liberty ECM is an equal opportunity employer. The company is committed to diversity and inclusion in the workplace and aims to reflect the demographics of South Africa through employment equity practices. Preference will be given to EE candidates in accordance with the company’s transformation goals.
How to Apply
If you are driven, adaptable, and committed to building a career in financial services, apply by 30 June 2025. Should you not receive feedback within 14 days after the closing date, please consider your application unsuccessful. Liberty reserves the right to withdraw or close the vacancy at any time.
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