Career Opportunities for Ambitious Financial Professionals

1 month ago


Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time
Job Opportunity:
We are seeking a skilled Financial Planner to join our team at Liberty Standard Bank Group. This is a challenging and rewarding role that will allow you to utilize your financial expertise to make a real difference in the lives of our customers.

About Us:
Liberty Standard Bank Group is a leading insurance brand, recognized as a top employer in the industry. We are driven by a purpose to secure the future dreams, aspirations, and plans of our customers, and we work tirelessly to deliver on our promise to be every customer's most trusted insurance partner.

Salary: The estimated salary for this position is around $60,000 per year, plus commission-based income and benefits.

Job Description:
As a Financial Planner, you will be responsible for creating client portfolios and building professional practices under the Liberty Brand. You will conduct financial needs analyses to determine clients' needs and provide appropriate financial advice. You will also create and advise on strategies to help clients reach their financial freedom, while adhering to compliance requirements in the sales process. Additionally, you will achieve set targets on production and quality of business, maintain excellent service delivery to each client, and monitor their financial portfolio. You will also keep informed of changes in legislation and other industry developments.

Key Responsibilities:
* Create client portfolios and build professional practices under the Liberty Brand
* Conduct financial needs analyses and provide financial advice
* Create and advise on strategies to help clients reach their financial freedom
* Achieve set targets on production and quality of business
* Maintain excellent service delivery to each client
* Monitor clients' financial portfolios and stay informed of industry developments

Requirements:
To be successful in this role, you will need to have a National Senior Certificate, a degree or diploma in a relevant field (advantageous), and experience in sales. You will also need to possess strong networking and influencing skills, decision-making skills, and time management skills. A RE5 or Financial Advising qualification would be an advantage. Furthermore, you will need to be passionate about people, the insurance industry, and sales, with the ability to network and build relationships with clients.

Benefits:
We offer excellent mentorships, top-notch induction training, and continuous learning and development opportunities. We also provide ongoing business development support by a network of proficient professionals committed to helping you succeed and establish a successful and professional career in the finance industry. An opportunity to work for yourself and manage your own business, with flexibility, is also available. Various rewards and recognition programs are in place for outstanding performance, including above-market related commission-based income and large company benefits.

  • Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time

    We are seeking an entrepreneurial-minded individual to join Liberty Standard Bank Group as a Professional Financial Advisor.About the RoleThis long-term career opportunity is ideal for sales-driven individuals who are passionate about prospecting, advising, and servicing medium to high net wealth clients with specific focus on their risk management,...


  • Pretoria, Gauteng, South Africa Talentfinder (Advtech) Full time

    About Talentfinder (Advtech)We are a vibrant, fast-paced recruitment agency based in Pretoria, dedicated to connecting people with their dream careers.What We OfferAs a Recruitment Consultant at Talentfinder (Advtech), you will be part of a team that knows how to win. Our company culture is centered around performance-based rewards, where your ambition and...


  • Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time

    We are seeking a driven and passionate Financial Adviser to join our team at Liberty Standard Bank Group. As an Insurance Sales Adviser, you will play a pivotal role in shaping the financial futures of our clients with your expert guidance.The ideal candidate will be sales-driven, with a passion for networking and building strong relationships with clients....


  • Pretoria, Gauteng, South Africa EQ-FIN Full time

    We are one of Liberty's top producing franchises with a large national footprint, offering a unique value proposition to Liberty Financial Advisors, Leadership Team and Employees. Our purpose-driven organisation is dedicated to securing the future dreams, aspirations and plans everyone has for themselves and their loved ones.Our Value PropositionA leads...


  • Pretoria, Gauteng, South Africa Network Recruitment Full time

    We are currently seeking ambitious individuals to join our team as newly qualified Chartered Accountants (CAs) ready to take on exciting career opportunities across various industries.At Network Finance, we specialize in connecting top talent with leading companies nationwide. Our goal is to help CAs find fulfilling roles that match their skills and...


  • Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time

    Job Summary:We are seeking a driven and ambitious Financial Services Professional to join our team at Liberty Standard Bank Group. As a key representative of our company, you will be responsible for providing holistic financial planning advice to private and business clients.About Us:Liberty Standard Bank Group is a leading player in the financial services...


  • Pretoria, Gauteng, South Africa Liberty Standard Bank Group 2 Full time

    Job Title: Career Opportunities for EntrepreneursAbout UsLiberty Standard Bank Group 2 offers a dynamic and rewarding career opportunity for motivated individuals who value independence and want to build their own professional and profitable business practice.Estimated Salary: R 200,000 - R 500,000 per annum, depending on experience and performance.About the...


  • Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time

    Job OverviewWe are seeking a motivated and ambitious individual to join our team as a Financial Advisor. As a key member of our organization, you will be responsible for building strong relationships with clients, providing personalized financial guidance, and helping them achieve their long-term goals.About Liberty Standard Bank GroupAt Liberty Standard...


  • Pretoria, Gauteng, South Africa Liberty Standard Bank Group 2 Full time

    As a Financial Adviser in the Liberty Standard Bank Group 2, you will have the opportunity to work with innovative and market-leading products. This is a full-time position that requires strong relationship-building skills, entrepreneurial spirit, and the ability to thrive in fast-paced environments.The ideal candidate should possess a Marketing/Financial or...


  • Pretoria, Gauteng, South Africa Salix Recruitment Full time

    Job DescriptionAre you a skilled financial professional looking to drive strategic growth in a dynamic environment?We are seeking an experienced Financial Manager to join our network of leading organisations across various industries. With a strong background in financial management, strategic planning, and delivering high-impact results, you will be...


  • Pretoria, Gauteng, South Africa Talentfinder (Advtech) Full time

    Company OverviewTalentfinder (Advtech) is a dynamic and competitive environment where we strive to be the best version of ourselves. We aim to deliver exceptional service to both candidates and clients while achieving financial independence for our team members.Job DescriptionSales Career Opportunities - As a Recruitment Consultant, you will thrive in a...


  • Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time

    **Company Overview:**Liberty Standard Bank Group is a leader in the financial services industry, dedicated to helping individuals achieve their professional goals. Our company culture emphasizes career growth and financial freedom.**Estimated Salary:** $85,000 - $110,000 per annum, based on experience and qualifications.**Job Description:** As a Financial...


  • Pretoria, Gauteng, South Africa The Unlimited Group LTD Full time

    About the CompanyThe Unlimited Group LTD is a dynamic and growing company that offers exciting opportunities for young professionals to kick start their careers.Job SummaryWe are seeking a Trainee Sales Consultant to join our team. This role will involve working with clients to understand their needs and providing solutions that meet those...


  • Pretoria, Gauteng, South Africa The Unlimited Group LTD Full time

    Job Description:A highly motivated and ambitious sales professional is required to join our team at The Unlimited Group LTD. As a Sales Development Representative, you will be responsible for identifying new business opportunities and building relationships with clients.In this entry-level position, you will have the opportunity to develop your skills and...


  • Pretoria, Gauteng, South Africa Placement Dynamics Full time

    Placement Dynamics is seeking dynamic and ambitious individuals to join our team as Chartered Accountants (CA) or Associate General Accountants (AGA).This exciting opportunity is based in the heart of Pretoria East, Gauteng, offering a market-related salary commensurate with industry standards.About the Role:We are looking for recent CTA or Honours...


  • Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time

    We are seeking a highly motivated and experienced Financial Planner to join our rapidly expanding wealth management salesforce. Based at various offices close to you, we will provide you with the skills and ability to build your own client base and invest in your current network.Key ResponsibilitiesSourcing and meeting potential clients to understand their...


  • Pretoria, Gauteng, South Africa Talentfinder (Advtech) Full time

    Unlock Your Sales PotentialWe are seeking a seasoned sales professional to join our team at Talentfinder (Advtech) as a Recruitment Consultant.About the Role:This is an exciting opportunity for a driven individual with a proven track record in sales to leverage their skills and expertise in recruitment. As a Recruitment Consultant, you will be responsible...


  • Pretoria, Gauteng, South Africa Dante Personnel Full time

    At Dante Personnel, we are seeking a highly skilled Accountant to join our team. As an Accountant, you will play a crucial role in maintaining the financial integrity of our clients.About the RoleWe are offering a competitive salary range of R600,000 - R800,000 per annum for this position, depending on experience and qualifications.This is a full-time...


  • Pretoria, Gauteng, South Africa Sekhu Upshot Marketing Full time

    We are an Outsource Sales and Marketing company affiliated with CREDICOSA, offering financial services to organisations worldwide. Our company culture values teamwork, innovation, and professional growth.About the RoleAs a Sales Representative, you will be responsible for developing and executing sales strategies to drive business growth. This exciting...


  • Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time

    OverviewThe Liberty Standard Bank Group is a leader in the market for long-term insurance, offering an exceptional opportunity for financial planners and advisors to join their dynamic team of professionals. With a strong focus on growth and development, they provide mentorship, induction training, and continuous learning and development...