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:
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Analyze client needs and recommend suitable financial solutions from Liberty’s offerings.
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Build and maintain long-term client relationships.
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Identify growth opportunities and contribute to business development.
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Ensure full compliance with policies, procedures, and legislative standards.
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Review client portfolios regularly to assess changing needs.
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Keep up to date with market, product, and industry knowledge.
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Report progress and sales activity to the business.
Stakeholder Engagement:
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Internal: Fraud prevention, compliance, business updates.
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External: Individual clients, work sites, government departments, and mid-market segments.
Minimum Requirements:
Education:
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Matric (Grade 12) – Essential
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FAIS-recognized qualification – Must be obtained within 6 years of DOFA (Date of First Appointment)
Equipment:
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Laptop or tablet – Essential
Experience:
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Face-to-face or telephone sales experience – Preferred
Knowledge & Skills:
Industry Knowledge:
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Understanding of financial products and market trends.
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Broad awareness of industry risks and compliance requirements.
Technical & Soft Skills:
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Excellent communication (verbal and written)
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Customer service and relationship-building skills
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Presentation skills for both formal and informal engagements
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Strong integrity, resilience, and adaptability
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Business acumen and planning/organizing ability
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Ability to follow procedures and comply with regulations
How to Apply:
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Apply via Liberty ECM or associated recruitment channels.
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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.