Description:
“It seems like you’re the kind of person who refuses to settle…”
Does this sound familiar?
- You know you’re capable of more than your current role allows.
- You want freedom. The kind that’s earned, not given.
- You enjoy taking ownership because you trust your own drive.
- And deep down, you’ve always felt a little entrepreneurial… even if you haven’t called it that yet.
If that description mirrors who you are, keep reading.
What’s the biggest challenge you’re facing in your career right now?
Most ambitious people say the same things:
- “I’m capped, my earning potential isn’t tied to my effort.”
- “I want to build something of my own, but I don’t know where to start.”
- “I want a career with meaning, not just a job.”
This role solves those exact problems.
THE OPPORTUNITY
We’re looking for driven individuals who want to build a successful Wealth Planning / Financial Advisory practice with the backing of the Liberty brand. A brand that is well established and trusted within the South African economy.
But here’s the honest, refreshing truth:
This isn’t instant freedom.
You will start under supervision , with clear guidance, direction, and structured learning.
That’s how top performers grow fastest.
As you begin seeing clients, your flexibility increases immediately and in reality, that means more time out in the field, building your business and engaging with people.
This isn’t just a job:
This is a career with purpose.
WHAT YOU WILL ACTUALLY DO
- Build real relationships with clients
- Help them protect, grow, and structure their wealth
- Shape financial plans that change lives
- Transition from structured supervision → confident independence
- Run your day like a business owner as your competence grows
“How am I supposed to succeed if I’ve never done financial planning before?”
Great question — and exactly the type high‑calibre thinkers ask.
Here’s how:
- You get world‑class training
- You work under structured supervision while building your competence
- Experienced mentor guides you step‑by‑step
- You gain access to a trusted brand and full support ecosystem
- You’re equipped with systems, tools, and frameworks proven to build a book from scratch
Your only job is to bring your ambition and work ethic.
THIS ROLE IS PERFECT FOR YOU IF:
- You’re hungry, driven and goal‑oriented
- You enjoy working with people
- You want to build long-term financial independence
- You value structure while you learn, and freedom once you’re competent
- You’re comfortable being in control of your own results
- You’ve always felt “made for more”
Experience is helpful, not essential .
Your mindset matters more.
WHAT’S IN IT FOR YOU?
- The chance to build generational income
- Freedom that grows as you do
- Support, structure, and training that removes the guesswork
- A career that expands with your capability
- Flexibility once you begin meeting clients
Requirements:
“It seems like you’re the kind of person who refuses to settle…”
Does this sound familiar?
- You know you’re capable of more than your current role allows.
- You want freedom. The kind that’s earned, not given.
- You enjoy taking ownership because you trust your own drive.
- And deep down, you’ve always felt a little entrepreneurial… even if you haven’t called it that yet.
If that description mirrors who you are, keep reading.
What’s the biggest challenge you’re facing in your career right now?
Most ambitious people say the same things:
- “I’m capped, my earning potential isn’t tied to my effort.”
- “I want to build something of my own, but I don’t know where to start.”
- “I want a career with meaning, not just a job.”
This role solves those exact problems.
THE OPPORTUNITY
We’re looking for driven individuals who want to build a successful Wealth Planning / Financial Advisory practice with the backing of the Liberty brand. A brand that is well established and trusted within the South African economy.
But here’s the honest, refreshing truth:
This isn’t instant freedom.
You will start under supervision , with clear guidance, direction, and structured learning.
That’s how top performers grow fastest.
As you begin seeing clients, your flexibility increases immediately and in reality, that means more time out in the field, building your business and engaging with people.
This isn’t just a job:
This is a career with purpose.
WHAT YOU WILL ACTUALLY DO
- Build real relationships with clients
- Help them protect, grow, and structure their wealth
- Shape financial plans that change lives
- Transition from structured supervision → confident independence
- Run your day like a business owner as your competence grows
“How am I supposed to succeed if I’ve never done financial planning before?”
Great question — and exactly the type high‑calibre thinkers ask.
Here’s how:
- You get world‑class training
- You work under structured supervision while building your competence
- Experienced mentor guides you step‑by‑step
- You gain access to a trusted brand and full support ecosystem
- You’re equipped with systems, tools, and frameworks proven to build a book from scratch
Your only job is to bring your ambition and work ethic.
THIS ROLE IS PERFECT FOR YOU IF:
- You’re hungry, driven and goal‑oriented
- You enjoy working with people
- You want to build long-term financial independence
- You value structure while you learn, and freedom once you’re competent
- You’re comfortable being in control of your own results
- You’ve always felt “made for more”
Experience is helpful, not essential .
Your mindset matters more.
WHAT’S IN IT FOR YOU?
- The chance to build generational income
- Freedom that grows as you do
- Support, structure, and training that removes the guesswork
- A career that expands with your capability
- Flexibility once you begin meeting clients
- You know you’re capable of more than your current role allows.
- You want freedom. The kind that’s earned, not given.
- You enjoy taking ownership because you trust your own drive.
- And deep down, you’ve always felt a little entrepreneurial… even if you haven’t called it that yet.
- “I’m capped, my earning potential isn’t tied to my effort.”
- “I want to build something of my own, but I don’t know where to start.”
- “I want a career with meaning, not just a job.”
- Build real relationships with clients
- Help them protect, grow, and structure their wealth
- Shape financial plans that change lives
- Transition from structured supervision → confident independence
- Run your day like a business owner as your competence grows
- You get world‑class training
- You work under structured supervision while building your competence
- Experienced mentor guides you step‑by‑step
- You gain access to a trusted brand and full support ecosystem
- You’re equipped with systems, tools, and frameworks proven to build a book from scratch
- You’re hungry, driven and goal‑oriented
- You enjoy working with people
- You want to build long-term financial independence
- You value structure while you learn, and freedom once you’re competent
- You’re comfortable being in control of your own results
- You’ve always felt “made for more”
- The chance to build generational income
- Freedom that grows as you do
- Support, structure, and training that removes the guesswork
- A career that expands with your capability
- Flexibility once you begin meeting clients
- Strong Networking, Communication And Social Skills
- Driven By The Challenge Of A Sales Environment And Writing Business
- A High Flying Entrepreneur
✅ What we need from you:
- South Africa ID
- Matric (tertiary qualification is a plus)
- No listed debt
- No criminal record
- Your own reliable vehicle and valid driver’s license
- Commitment and a professional attitude
- Min 3 years working experience
- Laptop is essential
- South Africa ID
- Matric (tertiary qualification is a plus)
- No listed debt
- No criminal record
- Your own reliable vehicle and valid driver’s license
- Commitment and a professional attitude
- Min 3 years working experience
- Laptop is essential
✅ What we need from you:
- South Africa ID
- Matric (tertiary qualification is a plus)
- No listed debt
- No criminal record
- Your own reliable vehicle and valid driver’s license
- Commitment and a professional attitude
- Min 3 years working experience
- Laptop is essential