At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day. Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products.
Job Title: Graduate Financial Adviser
Location: Western Cape Remote
Salary: Market Related
Job Type: Permanent
Sectors: Insurance, Finance Graduate
Benefits: Medical Aid, Pension, Training, Parking
Reference: copy-1856003
Vacancy Details
- Contacting clients and setting up meetings, either within an office environment or in clients’ homes or business premises
- Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims
- Analysing information and preparing plans best suited to individual clients’ requirements
- Completing risk analysis
- Researching the marketplace and providing clients with information on new and existing products and services
- Designing financial strategies
- Assisting clients to make informed decisions
- Reviewing and responding to clients changing needs and financial circumstances
- Promoting and selling financial products to meet given or negotiated sales targets
Candidate Requirements
Qualifications include:
- Matric (essential)
- Degree (preferable)
Requirements:
- Laptop
- Clear credit record
- Clear criminal record
- Valid drivers licences + Own vehicle
Skills:
- Excellent communication, interpersonal and listening skills
- The capability to explain complex information simply and clearly
- The ability to network and establish relationships with clients
- Research and analytical skills
- The ability to work in a team
- Time management skills
- A target driven mindset
- Discretion and an understanding of the need for client confidentiality
- An ethical and professional approach to work
To Apply
Click Here!
Application Deadline: July 21 2025