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Mbombela: Insurance Sales Representative posted by Liberty Standard Bank Group

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Job Description

Financial Planner / Financial Advisors Career Opportunity We at Liberty are geared for success and expanding our Sales Force! At Liberty we are recruiting Financial Planners for a rapidly expanding wealth management salesforce with a reputation for excellence. These exciting and lucrative positions are based at various offices close to you. The company will give you the skills and ability to build your own client base and invest in your current network. You will be required to provide clients with quality service so that they will reach their personal financial goals. The ideal candidate will be a financial/commercially qualified, with great sales and business acumen, excellent networking and prospecting skills. The ideal candidate will also be someone who wants to build a career in the wealth management environment, who is customer focussed, service-orientated, and sales driven. Responsibilities Sourcing and meeting potential clients Analyse 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. Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. Requirements Tertiary Qualifications Relevant tertiary qualifications will be highly desirable. Financial Planning Qualifications RE5, NQF5, CFP, etc. will be beneficial, but not essential. Experience Finance, Financial planning, or Wealth Management experience. Personality Customer-centric & results driven. Professional Communication standards Clear credit record, with no criminal record. Valid drivers license (compulsory). Own reliable transport (compulsory). Further to meeting all the minimum requirements, the following criteria would be essential: Entrepreneurial mindset (must be able to work independently). Exceptional Interpersonal skills. An established network of clients and the ability to prospect for new business. Sales ability. Tenacity. Effective planning, organizing, and time management skills. Computer literacy. Benefits Excellent performance-linked earning potential. The best training in wealth management working alongside financial experts. The opportunity to attain official financial planning & services qualifications. Utilise established support tools & services of an international business. Salary Highly lucrative commission-only earnings. Operating costs like office space, communication, IT, and general office support are included.

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How to Apply

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About Accounting / Finance Jobs in Ehlanzeni

The accounting and finance sector in Ehlanzeni, South Africa is typically a growing industry, driven by the need for organisations to effectively manage their financial resources and make informed business decisions. Generally, this field requires professionals with strong analytical skills, attention to detail, and excellent communication abilities.

Typically, accounting and finance positions in Ehlanzeni command salaries that vary widely depending on factors such as experience, company size, industry sector, and specific job requirements. Broadly speaking, entry-level roles may start around R250 000 – R350 000 per annum, while senior positions can range from R600 000 – R1 million+ per annum. However, it is essential to note that actual salaries can differ significantly depending on individual circumstances.

Common skills required for accounting and finance roles in Ehlanzeni include strong financial analysis and reporting skills, proficiency in financial software such as SAP or Oracle, excellent communication and interpersonal skills, attention to detail and organisational abilities, analytical and problem-solving skills, and knowledge of tax laws and regulations. Often, a bachelor’s degree in accounting or a related field is required for entry-level positions, while postgraduate qualifications may be necessary for senior roles.

The financial services sector, technology industry, manufacturing sector, and mining sector are common industries that employ accounting and finance professionals in Ehlanzeni. These sectors require professionals who can manage complex financial data, prepare financial reports, and provide strategic advice to management teams.

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For those seeking a career in accounting and finance, career development opportunities abound. Typically, entry-level positions can lead to senior roles within a few years, with opportunities for specialisation in areas such as tax consulting, forensic accounting, or financial planning. Often, professionals in this field can pursue further education and training to stay up-to-date with industry developments and advancements. With the right skills and experience, career progression is generally excellent, with many professionals advancing to senior management positions or starting their own practices.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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