Job Description
About the Role
We at Liberty Standard Bank Group are excited to announce a career opportunity for an Insurance Sales Representative in Central Johannesburg. As part of our rapidly expanding wealth management salesforce, we’re looking for a skilled and customer-focused individual to join our team. This role offers the chance to build your own client base, invest in your current network, and contribute to delivering quality service to clients aiming to reach their personal financial goals.
Key Responsibilities
- Sourcing and meeting potential clients
- Analyzing financial information obtained from clients to determine strategies, design products, and recommend solutions to help clients meet their financial objectives with regard to personal wealth portfolios, retirement planning, insurance, estate planning, etc.
- Completing financial needs analysis on clients
- Reviewing and responding to clients changing needs and financial circumstances by creating and implementing an ongoing service plan to ensure client portfolios are regularly monitored and relevant modifications timeously executed.
- Protect, secure, and grow clients’ wealth by providing independent, expert financial advice, retirement planning, estate planning, and tax planning.
- Providing investment opportunities across a broad spectrum of regulated products
- Monitoring financial market trends to ensure that plans are effective, and to identify any necessary updates.
Requirements
- Financial Planning Qualifications RE5, NQF5, CFP, etc. will be beneficial, but not essential.
- Finance, Financial planning, or Wealth Management experience
- Personality Customer-centric & results driven
- Clear credit record, with no criminal record
- Valid drivers license (compulsory)
- Own reliable transport (compulsory)
Qualifications
- Relevant tertiary qualifications will be highly desirable.
Salary & Benefits
Highly lucrative commission-only earnings. Operating costs like office space, communication, IT, and general office support are included.
[NO Qualifications section because no formal education mentioned] [NO Salary details were found in the original description – skip this entire section]
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in Johannesburg
When it comes to the accounting and finance sector in Johannesburg, South Africa, typically, this field is considered a stable and secure area for job seekers. The demand for skilled professionals in this space remains strong due to the country’s growing economy and increasing complexity of financial regulations. As a result, common job opportunities can be found across various industries.
In terms of salary expectations, it is generally true that accounting and finance professionals in Johannesburg can expect broad ranges that vary depending on factors such as experience, company size, industry sector, and specific role within the organisation. For example, entry-level positions may start at around R200 000 to R300 000 per annum, while senior roles can range from R500 000 to over R1 million per year, depending on individual qualifications, performance, and industry norms.
To succeed in this field, common skills are typically required, including strong technical knowledge of accounting principles, financial analysis, and problem-solving abilities. Soft skills such as communication, teamwork, and time management are also essential for professionals working in this space. Other valuable skills include proficiency in accounting software, data analysis, and business acumen. It’s worth noting that experience, particularly with reputable firms or industries like the technology sector, can significantly impact salary expectations.
The finance and accounting industry is diverse, with various sectors employing these roles, such as financial services, technology, manufacturing, and more. Financial services sector often employs accountants to assist with compliance and risk management, while the technology industry may require professionals to work on financial planning, budgeting, and forecasting.
For career development, it’s common for accounting and finance professionals to start in entry-level positions before moving into specialist roles or leadership positions within their organisation. Opportunities for advancement can also be found through professional certifications such as CA (South Africa) or CIMA (Chartered Institute of Management Accountants), which demonstrate expertise and commitment to the field. Additionally, many firms offer training and development programs that support career progression and specialisation in specific areas, such as audit, taxation, or financial planning.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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