Financial Advisor – Liberty ECM | Polokwane, Limpopo
Company: Liberty ECM
Location: Polokwane, Limpopo
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 is a respected division of Liberty Group, offering comprehensive financial solutions across South Africa. With a vision of empowering individuals through financial freedom, Liberty ECM is committed to fostering professional growth and entrepreneurship among its advisors. The company prides itself on its Liberty@Work model—an innovative, supportive ecosystem that enables financial professionals to thrive while positively impacting clients’ lives.
This opportunity is based in Polokwane, Limpopo, and is ideal for individuals who want to combine purpose with profit in a dynamic sales and advisory role.
Role Overview
As a Financial Advisor, you will be responsible for assessing clients’ financial goals and delivering tailored solutions from Liberty’s broad product suite, including life insurance, investments, and retirement planning. You’ll build long-term relationships and offer financial education while growing your own client base and personal brand within a supportive, commission-based environment.
You’ll need to demonstrate self-motivation, drive, and a passion for client service to succeed in this role.
Key Responsibilities
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Offer clients sound financial advice based on thorough needs analysis
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Develop and maintain long-term client relationships and portfolios
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Regularly review financial plans to align with clients’ changing needs
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Remain informed on market trends, product offerings, and legislative changes
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Ensure compliance with Liberty’s policies and the Financial Advisory and Intermediary Services (FAIS) Act
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Represent Liberty in your community and promote the brand professionally
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Participate in training and continuous professional development sessions
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Deliver on sales targets while maintaining high ethical standards
Qualifications and Experience
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Grade 12 / Matric (essential)
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Must complete a FAIS-accredited qualification within 6 years of DOFA (per FSCA regulations)
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Own laptop or tablet is essential for client engagement and business operations
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Prior face-to-face or telephone sales experience is desirable
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Industry-specific knowledge in insurance or financial services is advantageous
Skills and Competencies
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Exceptional verbal and written communication skills
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Strong interpersonal skills and a client-first mindset
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High levels of integrity and ethical conduct
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Emotional resilience and the ability to manage pressure
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Goal-oriented and self-motivated to achieve targets
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Analytical thinking and ability to customize solutions
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Excellent planning and organizational ability
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Sound knowledge of market trends and financial services
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Persuasiveness and effective negotiation skills
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Adaptability to changing market and client needs
What the Company Offers
Liberty ECM supports its financial advisors through a unique Liberty@Work structure, offering:
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Access to a robust lead generation system
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Digital tools and marketing support
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Continuous learning and development
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A flexible work schedule with potential for high earnings
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Career advancement opportunities within a nationally recognized brand
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Generous commission-based compensation tied directly to performance
This is a prime opportunity to build a lasting, rewarding career while improving the financial well-being of individuals and families in Limpopo.
Equal Opportunity Statement
Liberty ECM is committed to transformation and inclusivity. As part of its Employment Equity strategy, this role is open exclusively to EE candidates. We believe in providing equal access to economic opportunities and supporting underrepresented professionals in financial services.
How to Apply
To be considered for this exciting opportunity, submit your application before 30 June 2025. If you do not receive feedback within 14 days of the closing date, please consider your application unsuccessful.
Explore More Opportunities
For more vacancies across South Africa in the finance and insurance sectors, visit Jobs and Career Opportunities.
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