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:
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Provide expert financial advice and build tailored financial plans for clients
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Assist clients with investment, insurance, and retirement planning
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Identify clients’ needs through consultative selling and needs analysis
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Grow and manage a client base through marketing and networking
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Develop long-term relationships with clients to ensure financial peace of mind
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Stay up to date with industry trends, products, and compliance requirements
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Operate autonomously while managing your own schedule and business goals
Minimum Qualifications & Experience:
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Matric Certificate (essential)
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National Diploma or Degree (advantageous)
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Proven sales or client service track record
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Must have a valid driver’s licence and own reliable vehicle
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Clean criminal record
Key Competencies:
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Excellent communication and interpersonal skills
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Strong marketing, networking, and presentation skills
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Ability to work independently and manage time effectively
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High levels of integrity, professionalism, and work ethic
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Ambitious with a drive for success and a positive mindset
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Tech-savvy and able to work in a remote environment
Remuneration:
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Market-related salary
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100% Commission-based earnings
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Performance-based bonuses
Benefits:
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Medical Aid
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Pension Fund
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Performance Bonuses
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Full Training & Development
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Accreditation and Licensing (FSCA/Certified Financial Planner