This job offer is not available in your country.

Financial Advisor - Free State

Liberty Group South AfricaZA

8 days ago

Job description

Job title : Financial Advisor - Free State

Job Location : Free State,

Deadline : November 10, 2025

Quick Recommended Links

Jobs by Location
Job by industries

Job Overview

A confident, driven and opportunistic individual is required to offer financial solutions and benefits to clients and in ultimately growing the business. This position entails effectively analyzing a client’s needs to provide advice on suitable solutions from a predefined package of benefits.

Job Objectives :

To manage the long-term relationship between Liberty@Work and the client, not only to meet the clients’ evolving needs but also to position Liberty as the market leader and enhance the reputation of the organization.

Identify opportunities to contribute to the growth of the organization.

Adhere to policies, procedures and legislative requirements in order to ensure compliance.

Continuously review client portfolios to re-assess their needs and make recommendations and add value to clients.

Constantly update own knowledge and expertise in line with products and market and industry trends.

Perform reporting to keep the business updated of progress.

Stakeholders : Internal :

Exposure to fraud interventions internally to stay compliant with policies and legislation.

External :

Clients, including (but not limited to) government departments, work sites, individuals and lower- to midmarket segments.

Role Requirements :

Laptop or Tablet (essential)

Qualifications :

Grade 12 (essential)

FAIS recognized qualification within 6 years of DOFA

Technical Skills :

Awareness of the industry and financial standings.

Good understanding of the current market and trends.

Adherence to internal and legislative policies and procedures.

Ongoing customer service to endorse current relationships.

Presentation abilities in participating in formal and informal engagements.

Knowledge :

Sound knowledge of the industry to display a broad awareness of trends and risks.

Excellent understanding of the financial industry in order to provide fit solutions based on a client’s financial needs.

Experience :

Telephone and face to face sales experience (Desirable)

Sales / Retail / Business Development jobs

Create a job alert for this search

Financial Advisor • ZA

Related jobs

Promoted

Salaried Financial Advisor

Old MutualZA

Job title : Salaried Financial Advisor.Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own effort...Show moreLast updated: 30+ days ago

Promoted

Salaried Financial Advisor-Kwaggafontein

Old MutualZA

Job title : Salaried Financial Advisor-Kwaggafontein.Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through th...Show moreLast updated: 30+ days ago

Promoted

MFC Salaried Financial Advisor

Old MutualZA

Job title : MFC Salaried Financial Advisor.Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own ef...Show moreLast updated: 30+ days ago

Promoted

Financial Advisor - Phuthaditjhaba

MetropolitanZA

Job title : Financial Advisor - Phuthaditjhaba.Role Purpose .Attract, acquire and retain clients by selling company products to generate new business and to provide after sales se...Show moreLast updated: 23 days ago

Promoted

Salaried Financial Advisor-Hazyview

Old MutualZA

Job title : Salaried Financial Advisor-Hazyview.Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their o...Show moreLast updated: 30+ days ago

Promoted

Salaried Financial Advisor-Piet Retief

Old MutualZA

Job title : Salaried Financial Advisor-Piet Retief.Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through thei...Show moreLast updated: 30+ days ago

Promoted

Salaried Financial Advisor-Ermelo

Old MutualZA

Job title : Salaried Financial Advisor-Ermelo.Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own...Show moreLast updated: 30+ days ago

Promoted

Financial Advisor - Ulundi

MetropolitanZA

Job title : Financial Advisor - Ulundi.Role Purpose .To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education.A...Show moreLast updated: 2 days ago

Promoted

Advancing Financial Advisor- Northern Cape

Old MutualZA

Job title : Advancing Financial Advisor- Northern Cape.Carry out standard customer service activities and handle simple customer inquiries. Assess compliance with established standards and protocols...Show moreLast updated: 4 days ago

Promoted

Financial Advisor - Uncapped Earnings (53063)

Ntice Sourcing SolutionsZA

Job title : Financial Advisor - Uncapped Earnings (53063).Are you ready to be rewarded for your ambition? We're seeking experienced Financial Advisors to join a high-performing team in Western and ...Show moreLast updated: 23 days ago

Promoted

Aspiring Financial Advisor-Pinelands

Old MutualZA

Job title : Aspiring Financial Advisor-Pinelands.Aspires to be a Financial Advisor.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one...Show moreLast updated: 26 days ago

Promoted

Advancing Financial Advisor (PFA Campaign Northern Region)

Old MutualZA

Job title : Advancing Financial Advisor (PFA Campaign Northern Region).Job Location : Mpumalanga, Mahikeng.Identifying Sales Opportunities. Strengthening Customer Relationships.NQF Level 5 - Higher,...Show moreLast updated: 30+ days ago

Promoted

Financial Advisor - Phoenix

MetropolitanZA

Job title : Financial Advisor - Phoenix.Role Purpose .To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education....Show moreLast updated: 8 days ago

Promoted

Salaried Financial Advisor In-house (Piet Retief)

Old MutualZA

Job title : Salaried Financial Advisor In-house (Piet Retief).Product category experience (Long term Insurance subcategory B1, Long term Insurance subcategory B2 and Retail pension benefit).CPD – C...Show moreLast updated: 9 days ago

Promoted

Financial Advisor - Cape City

MetropolitanZA

Job title : Financial Advisor - Cape City.Role Purpose .Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service...Show moreLast updated: 23 days ago

Promoted

Advancing Financial Advisor-Western Cape, Eastern Cape

Old MutualZA

Job title : Advancing Financial Advisor-Western Cape, Eastern Cape.A minimum of Matric or equivalent.A minimum 12 months’ financial services experience as a Financial Adviser.A minimum of Long-term...Show moreLast updated: 30+ days ago

Promoted

Inhouse Salaried Financial Advisor - Kroonstad

Old MutualZA

Job title : Inhouse Salaried Financial Advisor - Kroonstad.Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results thro...Show moreLast updated: 30+ days ago

Promoted

Financial Advisor - East Rand

Liberty Group South AfricaZA

Job title : Financial Advisor - East Rand.A confident, driven and opportunistic individual is required to offer financial solutions and benefits to clients and in ultimately growing the business.Th...Show moreLast updated: 8 days ago