If you’re a dynamic, goal-oriented individual looking for a rewarding career in the financial industry, the Financial Advisor vacancy at Liberty ECM in Hammanskraal, Gauteng, could be the perfect fit for you. Liberty ECM is seeking a driven and opportunistic individual to provide financial solutions, build client relationships, and contribute to the growth of the business. Whether you’re just starting out in your career or looking to expand your professional journey, this job provides an excellent platform for growth in the insurance industry.
Financial Advisor Job Description
The Financial Advisor role at Liberty ECM is part of the Liberty@Work division and falls within the Pretoria 5 Business Unit, which serves the North West and Pretoria regions. As an entry-level role, it provides an opportunity to join the insurance industry while offering room for professional development. The role is contractual, based in Hammanskraal, Gauteng.
In this role, you’ll provide financial advice and solutions to clients from a predefined package of benefits, ensuring that each client receives the best possible service. By building strong, long-term relationships with clients, you’ll be instrumental in enhancing Liberty ECM’s reputation as a market leader in financial solutions.
Key Responsibilities
As a Financial Advisor at Liberty ECM, your responsibilities will center on building relationships and providing tailored financial solutions. The job requires effective client portfolio management, helping clients meet their evolving needs while positioning Liberty ECM as the go-to financial services provider. Some key responsibilities include:
- Managing long-term relationships between Liberty@Work and clients.
- Identifying opportunities for organizational growth.
- Ensuring compliance with relevant policies, procedures, and legislative requirements.
- Reviewing client portfolios and providing value-added recommendations.
- Keeping up with industry trends to provide up-to-date financial advice.
- Reporting progress to the business to keep stakeholders informed.
The client base includes individuals, government departments, and work sites, primarily in lower- to midmarket segments. This presents a unique opportunity to make a positive impact on the financial wellbeing of these communities while advancing your own career.
Requirements
To succeed in the Financial Advisor position, certain requirements and qualifications are essential. Liberty ECM is looking for individuals who are not only knowledgeable but also have the necessary tools to perform their job effectively. These requirements include:
Required Tools
- A laptop or tablet to perform daily tasks.
- A valid driver’s license to travel for client meetings and consultations.
Qualifications
- Grade 12 certificate (matric) is essential.
- A FAIS-recognized qualification within six years of your Date of First Appointment (DOFA).
Skills and Knowledge
The Financial Advisor role demands a solid understanding of the financial industry, particularly the insurance sector. Applicants should be aware of current market trends and industry standards to deliver effective solutions to clients. Below are the essential skills required:
- Industry Knowledge: Broad awareness of the financial and insurance sectors, including trends, risks, and opportunities.
- Customer Service: A commitment to delivering excellent customer service, thereby maintaining and enhancing client relationships.
- Presentation Skills: Ability to confidently present and engage in both formal and informal discussions.
- Compliance: A strong understanding of internal policies and procedures, as well as legislative requirements.
In addition to these technical skills, experience in telephone and face-to-face sales is desirable but not mandatory. If you have a knack for communicating effectively with potential clients, you’re already halfway there.
Behavioral Competencies
To thrive as a Financial Advisor at Liberty ECM, candidates must exhibit several behavioral competencies that align with the role’s demands. These competencies reflect the company’s expectations and the skills needed to perform the job effectively:
- Verbal and Written Communication: Ability to express ideas fluently, both in speech and writing, while responding effectively to client needs.
- Integrity: Upholding strong moral principles and adhering to ethics in all professional dealings.
- Interpersonal Skills: Building strong relationships with clients and internal stakeholders, while being respectful and assertive.
- Resilience and Stress Tolerance: Remaining calm and maintaining a positive outlook, even under pressure.
- Flexibility: Adapting to changes and new ideas with ease and openness.
- Client-Centricity: Consistently putting clients first and delivering on promises to maintain long-term relationships.
- Planning and Organizing: Effectively planning work, setting objectives, and ensuring resources are managed efficiently.
Why Choose Liberty ECM?
Liberty ECM is part of the Liberty Group, one of the most reputable financial services providers in South Africa. The company has built a solid reputation in the insurance and financial services industry by offering innovative solutions tailored to individual needs. As a Financial Advisor, you will be part of a team dedicated to providing client-centric solutions while adhering to ethical and legal standards.
Joining Liberty ECM means being part of a forward-thinking organization that values its employees and the communities it serves. The company offers growth opportunities and professional development programs to ensure that its employees remain at the forefront of industry trends.
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How to Apply
If you meet the qualifications and have the required skills, don’t hesitate to apply for the Financial Advisor vacancy at Liberty ECM. Applications are currently open, and the company is eager to meet individuals who are ready to make a difference.
To apply for the Financial Advisor, you can:
- Submit your application on Liberty ECM’s website or through their job portal.
- Share the vacancy on social media platforms like Facebook, LinkedIn, and Twitter to help spread the word.
- Prepare for your interview by brushing up on industry knowledge, understanding Liberty ECM’s client base, and developing a strategy for building long-term client relationships.
This is your opportunity to take the first step in a rewarding career. Join Liberty ECM and help South Africans secure a brighter financial future.
The Financial Advisor vacancy at Liberty ECM in Hammanskraal, Gauteng, is a golden opportunity for individuals seeking to build a successful career in the financial and insurance sectors. Whether you’re just starting or looking to advance your career, this role offers you the chance to work in a dynamic environment where you can make a positive impact on clients’ lives. Liberty ECM provides the tools, support, and growth opportunities you need to excel in your professional journey. By joining the Liberty ECM team, you’ll become part of a forward-thinking organization that values integrity, client-centricity, and innovation.