Experienced Financial Advisors / Financial Planners - Join Liberty Group

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Introduction

Are you an established Financial Advisor ready to elevate your career with a trusted, industry-leading brand? Liberty Group is seeking driven, client-centric professionals who are passionate about helping South Africans build and protect their financial futures.

At Liberty, you gain the strength of a respected financial services provider, backed by robust support, market-leading product solutions, and a platform that empowers you to unlock your full earning potential.

Duties & Responsibilities

  • Provide holistic financial planning solutions to clients, including investment, risk, and retirement products.

  • Build and maintain a strong client portfolio through effective networking and relationship management.

  • Conduct financial needs analysis and deliver world-class advisory aligned with regulatory standards.

  • Manage your practice with the freedom of being independent but fully supported by Liberty’s infrastructure.

Desired Experience & Qualification

  • 2–3 years’ experience in selling long-term insurance, investments, retirement annuities or related financial planning solutions.

  • RE5, relevant Class of Business, and NQF Level 5 qualification (minimum).

  • Proven track record in client acquisition, portfolio management and achieving sales targets.

  • Strong entrepreneurial drive and a passion for financial planning.

  • Own laptop, valid driver’s licence and reliable vehicle (non-negotiable).

Package & Remuneration

  • A powerful brand and comprehensive product suite to support your advisory business.

  • Attractive commission structure with incentives, bonuses, and recurring income potential.

  • Business support services including marketing, admin assistance, compliance support and ongoing training.

  • Access to cutting-edge digital tools and market insights.

  • A collaborative, professional environment where you can grow, lead and succeed

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...