Description:
At Liberty, a Financial Advisor isn’t just a number cruncher—they’re a lifelong partner in their clients' financial journeys. With expert guidance, empathy, and forward-thinking strategies, they help clients grow wealth, manage risk, reduce debt, and secure their futures.
Here’s what makes our Advisors stand out:
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Build a Legacy with a Trusted Brand
Establish your professional practice under the prestigious Liberty name, known for excellence, stability, and integrity. -
Create Tailored Family Care Plans
Design personalized financial roadmaps that align with each client’s values, goals, and dreams. -
Deliver Proactive, Expert Guidance
Offer actionable strategies that evolve with your clients' changing lives and ambitions. -
Offer Real-World, Practical Solutions
Empower clients to make smart decisions with plans rooted in financial insight and long-term thinking. -
Build Enduring Client Relationships
Become a trusted advisor through every life stage—from first jobs to retirement and beyond.
Being a Liberty Financial Advisor means making a real difference—every day, with purpose and integrity.
Your Roadmap to Success: The Financial Advisor Development Path
Phases 1–3: Completed within your first 24 months
From day one, you’ll receive all the tools, training, and mentorship you need to thrive. Your journey is structured, hands-on, and filled with opportunities to learn from the best:
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📘 Product Accreditation – Deep dive into Liberty’s offerings to deliver tailored solutions.
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🤝 One-on-One Coaching – Work directly with experienced professionals to refine your craft.
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🏅 Key Industry Certifications – Complete recognized qualifications to boost your credibility.
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🧑💼 Joint Client Calls – Observe and participate in real consultations to sharpen your skills.
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📈 Regular Activity & Branch Meetings – Stay on track, set goals, and collaborate with your team.
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🌐 Business Seminars & Networking Events – Expand your knowledge and build valuable connections.
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👥 Team Collaborations – Work alongside top advisors and learn from every interaction.
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🧭 Dedicated Mentorship – Receive ongoing support from Liberty’s seasoned professionals.
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✅ Structured Supervision – Apply your skills confidently with expert guidance by your side.
Each phase turns learning into action—preparing you for lasting success in a career that rewards hard work and heart.
Requirements:
-
Build a Legacy with a Trusted Brand
Establish your professional practice under the prestigious Liberty name, known for excellence, stability, and integrity. -
Create Tailored Family Care Plans
Design personalized financial roadmaps that align with each client’s values, goals, and dreams. -
Deliver Proactive, Expert Guidance
Offer actionable strategies that evolve with your clients' changing lives and ambitions. -
Offer Real-World, Practical Solutions
Empower clients to make smart decisions with plans rooted in financial insight and long-term thinking. -
Build Enduring Client Relationships
Become a trusted advisor through every life stage—from first jobs to retirement and beyond.
-
📘 Product Accreditation – Deep dive into Liberty’s offerings to deliver tailored solutions.
-
🤝 One-on-One Coaching – Work directly with experienced professionals to refine your craft.
-
🏅 Key Industry Certifications – Complete recognized qualifications to boost your credibility.
-
🧑💼 Joint Client Calls – Observe and participate in real consultations to sharpen your skills.
-
📈 Regular Activity & Branch Meetings – Stay on track, set goals, and collaborate with your team.
-
🌐 Business Seminars & Networking Events – Expand your knowledge and build valuable connections.
-
👥 Team Collaborations – Work alongside top advisors and learn from every interaction.
-
🧭 Dedicated Mentorship – Receive ongoing support from Liberty’s seasoned professionals.
-
✅ Structured Supervision – Apply your skills confidently with expert guidance by your side.
- Networking
- Sales
- People Skills
- Closing Deals
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Matric (Tertiary qualification is an advantage)
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Clear ITC and criminal record
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Valid RSA ID
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Own reliable vehicle and driver’s license
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Existing personal and/or professional network
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Proven sales experience or natural aptitude for sales and influence
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💰 Uncapped earning potential through a commission-based structure
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🎯 Performance Stipend of R10,000 per month (terms apply)
-
🕒 Flexible working hours —build your schedule around your life
-
🧠 Accredited training and continuous learning opportunities
-
💻 Cutting-edge technology to support your practice
-
👔 Corporate benefits : Provident Fund / Pension Fund, Medical Aid
Who We’re Looking For
Minimum Requirements
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Matric (Tertiary qualification is an advantage)
-
Clear ITC and criminal record
-
Valid RSA ID
-
Own reliable vehicle and driver’s license
-
Existing personal and/or professional network
-
Proven sales experience or natural aptitude for sales and influence
What You’ll Gain
Your Rewards & Benefits
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💰 Uncapped earning potential through a commission-based structure
-
🎯 Performance Stipend of R10,000 per month (terms apply)
-
🕒 Flexible working hours —build your schedule around your life
-
🧠 Accredited training and continuous learning opportunities
-
💻 Cutting-edge technology to support your practice
-
👔 Corporate benefits : Provident Fund / Pension Fund, Medical Aid
Ready to Turn Ambition into Big Rewards?
If you’re a self-starter who thrives on recognition, embraces challenges, and dreams of uncapped success—this is your opportunity.
This isn’t just a job. It’s your future.
Let’s build it—together.
📩 Apply Now : claud.ajalas@liberty.co.za