Remote Financial Adviser: Build Your Own Practice

Liberty; Gauteng; Remote; ZAR 300,000 - 540,000; Full time

Job summary

Liberty is seeking an ambitious Financial Adviser in South Africa to build your own business practice. You will prospect, conduct financial needs analyses, and provide tailored recommendations to clients while meeting sales targets and maintaining strong relationships.

The role requires self-motivation, a networked approach, and discipline to work remotely, with travel to client visits supported by your own vehicle and reliable internet access.

Qualifications

• Matric plus National Diploma or Degree.
• 4+ years of work experience in sales or business development.
• Lead generation experience.
• Own reliable vehicle and ability to attend client visits.
• Clear credit and criminal record.
• Own laptop and uncapped internet access.

Responsibilities

• Prospect and generate leads to secure client appointments.
• Conduct professional Financial Needs Analyses and make tailored recommendations.
• Achieve sales targets set by Liberty.
• Build and maintain client relationships.
• Provide professional, needs-based financial advice on investments, insurance, and health.
• Stay up to date with FSCA legislative requirements and industry trends.

Skills

Sales

Lead generation

Networking

Client relations

Remote discipline

Education

Matric

National Diploma or Degree

Tools

Laptop

Internet access

Vehicle

Job description

Liberty is seeking an ambitious Financial Adviser in South Africa to build your own business practice. You will prospect, conduct financial needs analyses, and provide tailored recommendations to clients while meeting sales targets and maintaining strong relationships.

The role requires self-motivation, a networked approach, and discipline to work remotely, with travel to client visits supported by your own vehicle and reliable internet access.