Remote Financial Adviser x1
Job Overview / Description
- Position Title: Remote Financial Adviser
- Company: Liberty – Standard Bank Group
- Location: Welkom (Remote / Work from Home)
- Employment Type: Permanent | Remote
- Industry: Financial Services | Insurance | Investments
Introduction:
Are you passionate about helping people secure their financial future? Liberty, a leading name in financial services and part of the Standard Bank Group, is looking for goal-driven, networking-savvy individuals to join their team as Remote Financial Advisers.
This is a unique opportunity to build your own business practice under the Liberty brand while working from the comfort of your home. You’ll receive industry-leading training, mentorship, and full accreditation support – including the opportunity to become a Certified Financial Planner (NQF 8) at Liberty’s cost.
Key Responsibilities:
Provide expert financial advice and build tailored financial plans for clients
Assist clients with investment, insurance, and retirement planning
Identify clients’ needs through consultative selling and needs analysis
Grow and manage a client base through marketing and networking
Develop long-term relationships with clients to ensure financial peace of mind
Stay up to date with industry trends, products, and compliance requirements
Operate autonomously while managing your own schedule and business goals
Minimum Qualifications & Experience:
Matric Certificate (essential)
National Diploma or Degree (advantageous)
Proven sales or client service track record
Must have a valid driver’s licence and own reliable vehicle
Clean criminal record
Key Competencies:
Excellent communication and interpersonal skills
Strong marketing, networking, and presentation skills
Ability to work independently and manage time effectively
High levels of integrity, professionalism, and work ethic
Ambitious with a drive for success and a positive mindset
Tech-savvy and able to work in a remote environment
Remuneration:
Market-related salary
100% Commission-based earnings
Performance-based bonuses
Benefits:
Medical Aid
Pension Fund
Performance Bonuses
Full Training & Development
Accreditation and Licensing (FSCA/Certified Financial Planner