Specialist Broker Consultant Liberty Bloemfontein, Free State
The Specialist: Broker Consultant is responsible for providing expert advice and support to brokers and independent financial advisors (IFAs), fostering trust and enhancing the sale of Liberty products. The role involves maintaining and growing business relationships, driving market share, and achieving defined sales objectives.
Job Overview:
- Job Title: Specialist: Broker Consultant
- Company: Liberty Group Limited
- Location: Bloemfontein, Free State
- Employment Type: Permanent
Company Overview:
Liberty Group Limited is a leading South African financial services company specialising in insurance, investments, and wealth management. Liberty’s success is driven by the success of its people. The company invests in talent development, values diversity, and empowers employees to deliver innovative solutions while maintaining high standards of service.
Key Responsibilities:
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Provide specialist advice and support to brokers and IFAs to build trust and encourage the sale of Liberty products.
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Develop, maintain, and grow business relationships to increase market share.
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Provide product training to partners, ensuring proper knowledge transfer and enabling suitable client recommendations.
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Resolve obstacles in new business and servicing processes to improve broker/IFA satisfaction.
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Conduct basic competitor analyses to assess product positioning and market opportunities.
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Develop insights into client needs and solutions to strengthen advisory relationships.
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Ensure adherence to Treating the Customer Fairly (TCF) principles and compliance with governance and company policies.
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Contribute to continuous learning and knowledge sharing within the team.
Minimum Requirements:
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Bachelor’s degree in Finance, Economics, or Accounting (or equivalent professional qualification).
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2–3 years of experience in a similar environment, ideally in insurance or financial services.
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Understanding of insurance principles, products, and services.
Technical Competencies:
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Customer understanding (Intermediate)
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Sales lifecycle management (Intermediate)
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Insurance principles and practice (Intermediate)
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Developing sales (Intermediate)
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Research and information gathering (Basic)
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Reporting and interpretation (Basic)
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Customer advice (Basic)
Behavioural Competencies:
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Persuading and influencing
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Professional and technical learning
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Entrepreneurial and commercial thinking
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Interpersonal effectiveness
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Problem-solving and analysis
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Teamwork and cooperation
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Communicating with impact
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Relationship management and networking
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Customer orientation
Employment Equity Statement:
Liberty Group Limited is an equal opportunity, affirmative action employer. Preference will be given to candidates from designated groups in line with the Employment Equity Act and the company’s Transformation Strategy. People with disabilities are encouraged to apply.
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