Professional Life Insurance Consultant

1 month ago


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

At Liberty, we strive to be there for our clients throughout every moment of their lives. As a Professional Life Insurance Consultant, you will play a crucial role in helping us achieve this goal.

About Us

We have a rich history that spans over six decades, with the first retirement annuity ever sold in 1957 by Sir Donald Gordon. Today, we protect and grow the lives of more than 3.2 million people across Africa. Our comprehensive range of solutions focuses not only on financial well-being but also physical and emotional support for our clients.

We are part of the Standard Bank Group and have access to synergies and advantages that position us as an integral part of a universal financial services organisation. Our commitment to delivering exceptional customer experiences and superior value drives our continuous learning from client life experiences.

Your Career Opportunity

This is an excellent uncapped earning opportunity with great leadership and mentorship offered. You will have the chance to understand clients' financial needs, determine expenses, insurance coverage, financial objectives, and goals. You will also answer questions, address concerns, and provide advice on insurance coverage, investment planning, and cash management to help clients reach their financial goals.

You will regularly review clients' bank accounts, analyze financial data, and identify necessary changes to meet their objectives. Additionally, you will prepare or interpret financial document summaries, investment performance reports, and income projections for clients. Managing and updating clients' portfolios, building and maintaining your client base, and being a FAIS role are also key responsibilities.

To succeed in this role, you should have a Matric qualification and at least 2 years of sales experience. Having an RE5, FAIS qualification is an added advantage but not essential. You must also have a drivers' license, own car, laptop, and a network of clients.

Salary and Benefits

The estimated salary for this role is R200,000 per annum, depending on your experience and qualifications. You will also enjoy other benefits, including great leadership and mentorship opportunities, a professional work environment, and the chance to make a real difference in people's lives.



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