Financial Planner

  • Liberty
  • Durban, KwaZulu-Natal, South Africa
  • Mar 15, 2018
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
  • Independence
  • Reliability
  • 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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