Financial Planner

  • Liberty
  • Umhlanga, Ballito, Westville, Overport, Kloof, Mount Edgecombe
  • Nov 19, 2017
Permanent Finance Insurance Sales

Job Description

Searching for driven individuals who have a previous sales track record. You will be responsible for providing solutions to Clients based on their financial situation. We are searching for individuals who have a strong network and who have the ability to build and maintain new business, developing strong relationships and providing an excellent service.



Own laptop

Clear credit record

Clear criminal record

Own vehicle essential

Industry experience (advantageous)

Valid driver’s license



Honesty and integrity

Excellent communication skills

Strong network/social contact

Strong presentation skills

Analytical thought process

Honesty and integrity



Previous sales track record



Matric (essential)

Degree (preferable)

Regulatory Exam (RE exam) (highly advantageous)



50% subsidised medical aid

Training and development (product, systems and sales). You will receive training from professional Trainers as

well as your Manager and will therefore get training from someone who has experienced the industry first hand

Competitive commission based on achieving set sales targets

Passive income creation

Flexible working hours

Opportunity to join a well-established, reputable brand



New business development

Financial needs analysis

Relationship building

Build a professional practice under the Liberty brand

Provide solutions for Clients


Locations include: Umhlanga, Ballito, Westville, Overport, Kloof, Mount Edgecombe


About The Employer

Liberty is a JSE listed financial services company, specializing in Long-Term insurance.


Liberty certified as a Top Employer for 2017


If you want to be the best you need to work with the BEST


Our vision

To be the trusted leader in insurance and investment in Africa and our chosen markets


Why we are in business?

Through understanding the power of knowledge, we strive to pioneer new ways to guide people towards financial freedom.


Our purpose

To make a difference in people's lives by helping them to orchestrate their financial freedom. This is our passion.


Liberty is not just our name. It's what we do.





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