Direct message the job poster from Liberty Group South Africa.
Talent Acquisition Specialist recruiting for entrepreneurs who are open to changing lives. Join the insurance industry as a Financial Advisor.
Liberty is a leading Insurance Company dedicated to helping clients achieve their financial goals. With a strong reputation for excellence and integrity, we provide personalized financial solutions tailored to our clients' needs.
The Role
We are seeking dynamic and experienced Financial Planners with 2-5 years of industry experience to join our growing team. This role is ideal for professionals who are passionate about financial planning, client service, and wealth management.
Key Responsibilities
- Develop and implement comprehensive financial plans for clients.
- Prospect and network for clients.
- Provide expert advice on investments, retirement planning, tax strategies, and risk management.
- Build and maintain long-term relationships with clients by understanding their financial goals.
- Stay updated on market trends, financial regulations, and industry developments.
- Work collaboratively with internal teams to deliver top-tier financial solutions.
Qualifications & Experience
- 2-5 years of experience as a Financial Planner, Financial Advisor, or similar role.
- Own Vehicle + Valid Drivers License.
- Own Laptop.
- Relevant certifications such as Class of Business, RE 5 and NQF level 5.
- Strong knowledge of investment products, tax planning, and risk management.
- Excellent communication and interpersonal skills.
- Ability to analyze complex financial data and provide strategic recommendations.
- A proven track record of client acquisition and relationship management.
What We Offer
- Competitive commission structure.
- Career growth opportunities within a leading Insurance company.
- Comprehensive benefits package, including medical aid and retirement plans.
- Ongoing professional development and certification support.
- A collaborative and dynamic work environment.
Seniority level: Mid-Senior level
Employment type: Full-time
Industries: Insurance