Introduction

About IWCP

Insurance & Wealth Creation Professionals (IWCP), an affiliate of Liberty, is committed to developing exceptional Financial Advisers who make a lasting impact in their clients' lives. We equip our advisers with industry-leading training, mentorship, and support to build successful, long-term careers in financial services.

As a Financial Adviser, you'll have the opportunity to build your own client base, provide tailored financial solutions, and help individuals, families, and businesses achieve their financial goals. If you're entrepreneurial, driven, and passionate about helping others while building a rewarding career, IWCP offers the platform to succeed.

Duties & Responsibilities

As a Financial Adviser at IWCP, your responsibilities will include:

Building and maintaining strong, long-term relationships with new and existing clients.
Conducting comprehensive financial needs analyses to understand clients' goals and circumstances.
Providing tailored financial advice and recommending suitable solutions across insurance, investments, retirement, and wealth creation.
Developing and managing your own client portfolio through networking, referrals, and business development.
Reviewing clients' financial plans regularly and recommending adjustments as their needs evolve.
Educating clients on financial planning principles and helping them make informed financial decisions.
Achieving individual sales and business growth targets while maintaining high ethical and professional standards.
Ensuring compliance with all relevant regulatory and company requirements.
Maintaining accurate client records and completing all required administrative documentation.
Participating in ongoing training, professional development, and team meetings to stay current with industry trends and products.

These responsibilities emphasize both building a successful advisory practice and delivering exceptional client service.

Desired Experience & Qualification

Minimum Requirements

Matric (Grade 12) certificate
Valid South African ID
Valid South African driver's licence
Own reliable vehicle

Advantageous

Previous sales or customer service experience
Strong communication and interpersonal skills
Entrepreneurial mindset with a passion for building a successful career
Self-motivated, target-driven, and eager to learn
Ability to build and maintain professional client relationships

Financial Adviser

Introduction

Duties & Responsibilities

Desired Experience & Qualification

Nexus Recruitment

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