Financial Advisor (X1)
- Location: Bloemfontein, Free State
- Industry: Insurance
- Division: Free State
- Job Type: Permanent
- Experience Level: Entry Level
- Employment Equity Status: Open only to EE candidates
Job Overview:
Liberty ECM is seeking a confident, driven, and opportunity-focused individual to provide financial advice and tailored benefit solutions to clients. The role centers around managing and growing a client portfolio, building long-term relationships, and contributing to business success.
Key Responsibilities:
Analyze client needs and recommend suitable financial solutions from Liberty’s offerings.
Build and maintain long-term client relationships.
Identify growth opportunities and contribute to business development.
Ensure full compliance with policies, procedures, and legislative standards.
Review client portfolios regularly to assess changing needs.
Keep up to date with market, product, and industry knowledge.
Report progress and sales activity to the business.
Stakeholder Engagement:
Internal: Fraud prevention, compliance, business updates.
External: Individual clients, work sites, government departments, and mid-market segments.
Minimum Requirements:
Education:
Matric (Grade 12) – Essential
FAIS-recognized qualification – Must be obtained within 6 years of DOFA (Date of First Appointment)
Equipment:
Laptop or tablet – Essential
Experience:
Face-to-face or telephone sales experience – Preferred
Knowledge & Skills:
Industry Knowledge:
Understanding of financial products and market trends.
Broad awareness of industry risks and compliance requirements.
Technical & Soft Skills:
Excellent communication (verbal and written)
Customer service and relationship-building skills
Presentation skills for both formal and informal engagements
Strong integrity, resilience, and adaptability
Business acumen and planning/organizing ability
Ability to follow procedures and comply with regulations
How to Apply:
Apply via Liberty ECM or associated recruitment channels.
Ensure your application is submitted before 30 September 2025.
If shortlisted, Liberty ECM will contact you telephonically within 3 days. If not selected, your CV will be retained for future consideration.