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  • Posted: Feb 16, 2024
    Deadline: Not specified
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  • At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day. Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products. Our thirst for knowledge is emb...

     

    Financial Advisor - Mkhondo Rural

    Job Objectives:

    • To manage the long-term relationship between Liberty@Work and the client, not only to meet the clients’ evolving needs but also to position Liberty as the market leader and enhance the reputation of the organization.
    • Identify opportunities to contribute to the growth of the organization.
    • Adhere to policies, procedures and legislative requirements in order to ensure compliance.
    • Continuously review client portfolios to re-assess their needs and make recommendations and add value to clients.
    • Constantly update own knowledge and expertise in line with products and market and industry trends.
    • Perform reporting to keep the business updated of progress.

    Stakeholders:

    Internal:

    • Exposure to fraud interventions internally to stay compliant with policies and legislation.

     External:

    • Clients, including (but not limited to) government departments, work sites, individuals and lower- to midmarket segments.

    Role Requirements:

    • Laptop or Tablet (essential)
    • Drivers license

    Qualifications:

    • Grade 12 (essential)
    • FAIS recognized qualification within 6 years of DOFA

    Technical Skills:

    • Awareness of the industry and financial standings.
    • Good understanding of the current market and trends.
    • Adherence to internal and legislative policies and procedures.
    • Ongoing customer service to endorse current relationships.
    • Presentation abilities in participating in formal and informal engagements.

    Knowledge:

    • Sound knowledge of the industry to display a broad awareness of trends and risks.
    • Excellent understanding of the financial industry in order to provide fit solutions based on a client’s financial needs.

    Experience:

    • Telephone and face to face sales experience (Desirable)

    go to method of application »

    Financial Adviser - Bushbuckridge Rural

    Job Objectives:

    • To manage the long-term relationship between Liberty@Work and the client, not only to meet the clients’ evolving needs but also to position Liberty as the market leader and enhance the reputation of the organization.
    • Identify opportunities to contribute to the growth of the organization.
    • Adhere to policies, procedures and legislative requirements in order to ensure compliance.
    • Continuously review client portfolios to re-assess their needs and make recommendations and add value to clients.
    • Constantly update own knowledge and expertise in line with products and market and industry trends.
    • Perform reporting to keep the business updated of progress.

    Stakeholders:

    Internal:

    • Exposure to fraud interventions internally to stay compliant with policies and legislation.

     External:

    • Clients, including (but not limited to) government departments, work sites, individuals and lower- to midmarket segments.

    Role Requirements:

    • Laptop or Tablet (essential)
    • Drivers license

    Qualifications:

    • Grade 12 (essential)
    • FAIS recognized qualification within 6 years of DOFA

    Technical Skills:

    • Awareness of the industry and financial standings.
    • Good understanding of the current market and trends.
    • Adherence to internal and legislative policies and procedures.
    • Ongoing customer service to endorse current relationships.
    • Presentation abilities in participating in formal and informal engagements.

    Knowledge:

    • Sound knowledge of the industry to display a broad awareness of trends and risks.
    • Excellent understanding of the financial industry in order to provide fit solutions based on a client’s financial needs.

    Experience:

    • Telephone and face to face sales experience (Desirable)

    go to method of application »

    Financial Adviser - Makhado

    Job Objectives:

    • To manage the long-term relationship between Liberty@Work and the client, not only to meet the clients’ evolving needs but also to position Liberty as the market leader and enhance the reputation of the organization.
    • Identify opportunities to contribute to the growth of the organization.
    • Adhere to policies, procedures and legislative requirements in order to ensure compliance.
    • Continuously review client portfolios to re-assess their needs and make recommendations and add value to clients.
    • Constantly update own knowledge and expertise in line with products and market and industry trends.
    • Perform reporting to keep the business updated of progress.

    Stakeholders:

    Internal:

    • Exposure to fraud interventions internally to stay compliant with policies and legislation.

     External:

    • Clients, including (but not limited to) government departments, work sites, individuals and lower- to midmarket segments.

    Role Requirements:

    • Laptop or Tablet (essential)
    • Drivers license

    Qualifications:

    • Grade 12 (essential)
    • FAIS recognized qualification within 6 years of DOFA

    Technical Skills:

    • Awareness of the industry and financial standings.
    • Good understanding of the current market and trends.
    • Adherence to internal and legislative policies and procedures.
    • Ongoing customer service to endorse current relationships.
    • Presentation abilities in participating in formal and informal engagements.

    Knowledge:

    • Sound knowledge of the industry to display a broad awareness of trends and risks.
    • Excellent understanding of the financial industry in order to provide fit solutions based on a client’s financial needs.

    Experience:

    • Telephone and face to face sales experience (Desirable)

    Method of Application

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