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Advisory Partner

Seeking experienced professionals to join Liberty and become part of our team of the best Financial Advisors in the country. Our vision is to lead by being the most trusted investment and insurance company in Africa and we only employ the best candidates who will be a fit for our dynamic culture.

• Will undergo a structured mentoring process followed by tertiary industry related studies
• Become a professional advisor who is trusted by your peers and circles of influence and source clients who can benefit from our service offering
• Continuous networking and prospecting that will lead to referrals and long-term relationships
• Daily meetings with clients at their premises to provide advice and financial planning (this is why own reliable vehicle and valid drivers license is required)
• To prospect for clients / to obtain leads to secure appointments – daily activity
• To conduct a professional Financial Needs Analysis to make a needs based recommendation that could lead to a sale
• To achieve the activity target as set out by Liberty
• To build relationships with clients so that consultant wins confidence, credibility and trust
• Elicit information to maximize the effectiveness of a client’s portfolio. To secure 2nd appointment
• To provide objective professional advice on client’s needs
• To portray the appropriate propriety in their target market
• To meet all legislative requirements
• To remain accredited and up to date with relevant market and industry related subjects
• To remain adequately equipped and knowledgeable regarding the latest technology

Job Requirements: 

Matric is a minimum requirement
At least 7 years professional working experience with a solid track record and admirable career progression
Professional, presentable and articulate, confident to deal with clients at all levels
Impeccable business ethics
Excellent learning ability
Passionate about making a difference and adding meaning

Job Type: 


Company Name: 

Liberty Group

Company Location: 

Click here to apply

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