Financial Advisor – Liberty ECM | Durban, KwaZulu-Natal
Company: Liberty ECM
Location: Durban, KwaZulu-Natal
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 reputable division of Liberty Group, one of South Africa’s most established financial services providers. With a nationwide footprint and a trusted brand, Liberty empowers professionals through its Liberty@Work initiative. This opportunity, based in Durban, KwaZulu-Natal, within the KZN Coastal division, is ideal for individuals looking to build a career in financial services and grow within a high-performance environment.
Liberty is renowned for its innovative approach to financial planning and its deep commitment to empowering South Africans to achieve financial freedom.
Role Overview
The role of a Financial Advisor at Liberty ECM is tailored for self-motivated individuals who possess the ambition to succeed in a competitive environment. The position involves providing clients with tailored financial solutions that align with their life goals and long-term wealth planning. This opportunity offers uncapped earning potential, flexibility, and extensive career development support.
Successful candidates will be responsible for managing client relationships, identifying new business opportunities, and offering Liberty’s market-leading products to individual and corporate clients.
Key Responsibilities
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Analyze clients’ financial goals and recommend appropriate solutions
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Deliver personalized financial advice using Liberty’s suite of insurance and investment offerings
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Cultivate lasting relationships with clients and monitor their evolving needs
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Conduct regular portfolio reviews and adjust financial strategies accordingly
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Ensure compliance with relevant legislation, internal procedures, and financial policies
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Contribute to business growth by identifying new leads and closing sales
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Provide exceptional client service and maintain a positive brand image
Qualifications and Experience
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Matric (Grade 12) is required
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A FAIS-recognized qualification must be completed within 6 years of DOFA
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Own laptop or tablet is essential for daily responsibilities
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Sales experience (telephonic and/or face-to-face) is desirable
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Experience in financial services or insurance is an added advantage
Technical Skills and Knowledge
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Strong understanding of South African financial markets and industry trends
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Knowledge of risk management, life cover, retirement planning, and investment strategies
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Presentation and negotiation skills for both formal and informal engagements
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Excellent command of customer service principles and relationship management
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Ability to adhere to strict compliance and governance frameworks
Behavioral Competencies
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Communication: Clearly expresses ideas verbally and in writing
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Integrity: Upholds honesty, reliability, and ethical behavior
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Resilience: Performs well under pressure and adapts to change
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Client Focus: Understands client needs and delivers accordingly
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Planning and Organizing: Manages time, resources, and tasks effectively
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Relationship Building: Builds trust and rapport with diverse clients
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Business Acumen: Keeps up with market dynamics and financial insights
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Drive and Commitment: Pursues ambitious goals with enthusiasm
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Flexibility: Adapts to different clients, scenarios, and market needs
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Persuasiveness: Gains buy-in through confident, persuasive engagement
What the Company Offers
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Commission-based income with unlimited earning potential
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Structured training and continuous professional development
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Access to Liberty’s industry-leading digital tools and sales platforms
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Flexible work arrangements and growth-oriented culture
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The support of a powerful brand with national reach
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Opportunity to serve clients in the Durban metro and broader KZN Coastal region
Equal Opportunity Statement
Liberty ECM is a proud advocate for transformation and inclusivity. This position is only available to Employment Equity (EE) candidates, in line with Liberty’s strategic objectives to promote equal access to opportunities.
How to Apply
To apply, submit your application by 30 June 2025. If you do not receive feedback within 14 working days after the closing date, please consider your application unsuccessful.
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