Liberty Jobs - Vacancies with Collen

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Senior Manager: Business Development

Date: 7 Aug 2025

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

Stanlib’s success is driven by the success of its people. We aim to keep our staff engaged in the right role at the right time. Talent mobility is key to our competitive edge.

Purpose

To develop a tactical business development strategy and ensure implementation. Ensure proactive integration & business development tactical implementation through service delivery, transaction management & business integration management.

Minimum Experience

5 – 8 years experience in a similar environment, of which 3 – 4 years at management level

Minimum Qualifications

Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management

Additional Minimum Qualifications

Outputs

Process

Ensure business retention through the development of applicable sales techniques such as rate negotiations, product comparisons; changing perceptions.
Identify business opportunities and develop customer relationships for the acquisition of new business to achieve identified targets.
Drive a culture of continuous improvement in the function/division.
Identify business opportunities and develop key corporate customer relationships for the acquisition of new business to achieve identified targets
Keeps up to date with competitor information and market trends to identify new business opportunities and provide inputs towards the development of competitive new products.
Ensure continual benchmarking against industry trends and best practice.
Ensure that effective, efficient and integrated operational platforms and processes arein place to support all business areas.
Maintenance of the integrity of the core holding and transaction information.
Develop fit-for-purpose transaction capture capabilities that will exist across all aspects of the area accountable for.
Business development Link to GIP (liaise with Stanlib regarding GIP).
Accountable for strategy implementation through the integration and optimisation of operational activities to practices and systems across an internal value chain.
Proactively identify interconnected tactical problems, determine the impact, patterns and trends to identify alternatives and best practice solutions, anticipating future challenges.
Plan for delivering work outputs , manages independent practices, processes or systems and addresses and balances the demands of different priorities to optimise efficiency.

Customer

Build strong customer-centric relationships and develop service level agreements that promote the organisation with stakeholders aligned to Treating the Customer Fairly (TCF) principles.

Finance

Compile an operational or business area budget aligned with the delivery plans, and ensure the implementation and monitoring of financial controls, management of costs and corporate governance to optimise cost savings and/or profit margins.

Learning and Growth

Balance, optimise and manage human resources across disciplines through executed human capability plans.

Governance

Implement the governance management model, framework and policy in own practice and/or tactical area to identify and manage governance and risk exposure liability pro-actively.

Competencies

Liberty Values

Technical Competencies

Continuous Process Improvement (Advanced)
Legal Compliance (Sales) (Proficient)
Sales life cycle management (Proficient)
Conflict Resolution (Proficient)
Business Interaction (Proficient)
Efficiency improvement (Proficient)
Strategic Planning (Advanced)
Policy implementation (Proficient)
New sales development (Proficient)

Behavioural Competencies

Problem Solving and Analysis (Proficient)
Judgment and decision making (Proficient)
Relationship Management and Networking (Proficient)

Speak to your HR representative or visit our career site for opportunities within your area.

Specialist: Desk Based Broker Consultant (Cape Town)

Date: 6 Aug 2025

Location: Cape Town WC ZA, WC, ZA

Company: Liberty Group Limited

Liberty’s success is driven by the success of its people. We aim to keep our staff engaged in the right role at the right time. Talent mobility is key to our competitive edge.

Purpose

To provide advice & support to brokers & IFA’s that engenders their trust & support in selling Liberty business to their clients. Develop, maintain & grow business relationships to increase market share through execution of defined sales objectives.

Minimum Experience

2 – 3 years experience in a similar environment

Minimum Qualifications

Bachelors Degree and Professional Qualifications [Level TBA: Pre-2009 was L5] in Finance Economics and Accounting

Additional Minimum Qualifications

Outputs

Process

Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
Ensure business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
Provide product training in order to ensure the transfer of product knowledge, enabling appropriate recommendations to clients.
Ensures that underwriting practice and rules are fully understood and appreciated.
Resolves any new business and servicing obstacles and blockages to increase Broker/IFA satisfaction and positively influence service perception.
Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
Plan for own task execution and advises on improvements related to area of specialisation.

Customer

Provide sound consulting services and recommendations based on customer needs, current information and trends.
Informs, educates and up skill partners in sales and relationship mngt capabilities across the range of SBFC, products and services to ensure customers retention and increased sales revenue and growth.
Provides a basic competitor analysis that enables a better understanding of relative product value, features, advantages and benefits across the range of SBFC products.
Provides opportunity plans and insights to advisory partners on existing and new marketing opportunities across the range of SBFC products within and outside of existing client base.
Develops basic insights into client needs and solutions that enables trust and confidence in continued and productive direct support interactions with advisory partners.
Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.

Finance

Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.

Learning and Growth

Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
Contribute positively to own area-specific knowledge improvement associated with area of specialisation.

Governance

Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

Competencies

Liberty Values

Technical Competencies

Customer Understanding (Intermediate)
Sales life cycle management (Intermediate)
Research and Information Gathering (Basic)
Insurance principles and practice (Intermediate)
Reporting and Interpretation (Basic)
Developing sales (Intermediate)
Customer Advice (Technical) (Basic)
Insurance products and services (Intermediate)

Behavioural Competencies

Persuading and Influencing (Basic)
Professional/Technical learning (Basic)
Entrepreneurial and commercial thinking (Basic)
Interpersonal Effectiveness (Basic)
Problem Solving and Analysis (Basic)
Teamwork and Cooperation (Basic)
Communicating with Impact (Basic)
Relationship Management and Networking (Basic)
Customer Orientation (Basic)

Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group’s Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

Specialist: Broker Consultant

Date: 6 Aug 2025

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

Liberty’s success is driven by the success of its people. We aim to keep our staff engaged in the right role at the right time. Talent mobility is key to our competitive edge.

Purpose

Minimum Experience

2 – 3 years experience in a similar environment

Minimum Qualifications

Bachelors Degree and Professional Qualifications [Level TBA: Pre-2009 was L5] in Finance Economics and Accounting

Additional Minimum Qualifications

Outputs

Process

Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
Ensure business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
Provide product training in order to ensure the transfer of product knowledge, enabling appropriate recommendations to clients.
Ensures that underwriting practice and rules are fully understood and appreciated.
Resolves any new business and servicing obstacles and blockages to increase Broker/IFA satisfaction and positively influence service perception.
Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
Plan for own task execution and advises on improvements related to area of specialisation.

Customer

Provide sound consulting services and recommendations based on customer needs, current information and trends.
Informs, educates and up skill partners in sales and relationship mngt capabilities across the range of SBFC, products and services to ensure customers retention and increased sales revenue and growth.
Provides a basic competitor analysis that enables a better understanding of relative product value, features, advantages and benefits across the range of SBFC products.
Provides opportunity plans and insights to advisory partners on existing and new marketing opportunities across the range of SBFC products within and outside of existing client base.
Develops basic insights into client needs and solutions that enables trust and confidence in continued and productive direct support interactions with advisory partners.
Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.

Finance

Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.

Learning and Growth

Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
Contribute positively to own area-specific knowledge improvement associated with area of specialisation.

Governance

Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

Competencies

Liberty Values

Technical Competencies

Customer Understanding (Intermediate)
Sales life cycle management (Intermediate)
Research and Information Gathering (Basic)
Insurance principles and practice (Intermediate)
Reporting and Interpretation (Basic)
Developing sales (Intermediate)
Customer Advice (Technical) (Basic)
Insurance products and services (Intermediate)

Behavioural Competencies

Persuading and Influencing (Basic)
Professional/Technical learning (Basic)
Entrepreneurial and commercial thinking (Basic)
Interpersonal Effectiveness (Basic)
Problem Solving and Analysis (Basic)
Teamwork and Cooperation (Basic)
Communicating with Impact (Basic)
Relationship Management and Networking (Basic)
Customer Orientation (Basic)

Specialist: Investment Consultant

Date: 6 Aug 2025

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.

Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions.

In fact, we go far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem.

Purpose

Cultivates a panel of Independent wealth managers (IWMs) through marketing, exceptional service delivery and product knowledge. Generate new platform business for INN8 and grow INN8s market share.

Minimum Experience

1 – 2 years experience in a similar environment

Minimum Qualifications

Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management

Additional Minimum Qualifications

Outputs

Process

Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
Plan for own task execution and advises on improvements related to area of specialisation.
Continual assessment of the industry trends and wealth manager needs with the aim to identify new trends and developments
Collect and record data on HNW IFAâ€™s within your panel to ensure the business can make data driven, client centric decisions.
Development and successful execution of regional business plan and distribution strategy.
Commits to achieving high quality results and provides a prompt, suitable and personalised service to customerâ€™s that meets customer needs. Take personal accountability for delivery.

Customer

Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
To attract quality and profitable new business from HNW IFAâ€™s to the INN8 platform.
Collect and record data on IFAâ€™s within your panel to ensure the business can make data driven, client centric decisions.
Development of internal and external relationships to help drive sales through the INN8 platform.

Finance

Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.

Learning and Growth

Contribute positively to own area-specific knowledge improvement associated with area of specialisation.
Support other team members within and external to CAE to help drive sales through the INN8 platform.

Governance

Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

Competencies

Liberty Values

Technical Competencies

Building a business case (Intermediate)
Research and Information Gathering (Basic)
Business Interaction (Intermediate)
Business Acumen (Intermediate)
Risk management (Intermediate)

Behavioural Competencies

External Awareness (Intermediate)
Persuading and Influencing (Basic)
Driving for Excellence (Intermediate)
Professional/Technical learning (Basic)
Analytical Thinking (Intermediate)
Entrepreneurial and commercial thinking (Intermediate)
Leading Change (Basic)
Interpersonal Effectiveness (Basic)
Problem Solving and Analysis (Basic)
Teamwork and Cooperation (Basic)
Resilience (Intermediate)
Communicating with Impact (Basic)

IAM is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.

Specialist: Broker Consultant

Date: 4 Aug 2025

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.

Purpose

Minimum Experience

2 – 3 years experience in a similar environment

Minimum Qualifications

Bachelors Degree and Professional Qualifications [Level TBA: Pre-2009 was L5] in Finance Economics and Accounting

Additional Minimum Qualifications

Outputs

Process

Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
Ensure business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
Provide product training in order to ensure the transfer of product knowledge, enabling appropriate recommendations to clients.
Ensures that underwriting practice and rules are fully understood and appreciated.
Resolves any new business and servicing obstacles and blockages to increase Broker/IFA satisfaction and positively influence service perception.
Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
Plan for own task execution and advises on improvements related to area of specialisation.

Customer

Provide sound consulting services and recommendations based on customer needs, current information and trends.
Informs, educates and up skill partners in sales and relationship mngt capabilities across the range of SBFC, products and services to ensure customers retention and increased sales revenue and growth.
Provides a basic competitor analysis that enables a better understanding of relative product value, features, advantages and benefits across the range of SBFC products.
Provides opportunity plans and insights to advisory partners on existing and new marketing opportunities across the range of SBFC products within and outside of existing client base.
Develops basic insights into client needs and solutions that enables trust and confidence in continued and productive direct support interactions with advisory partners.
Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.

Finance

Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.

Learning and Growth

Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
Contribute positively to own area-specific knowledge improvement associated with area of specialisation.

Governance

Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

Competencies

Technical Competencies

Customer Understanding (Intermediate)
Sales life cycle management (Intermediate)
Research and Information Gathering (Basic)
Insurance principles and practice (Intermediate)
Reporting and Interpretation (Basic)
Developing sales (Intermediate)
Customer Advice (Technical) (Basic)
Insurance products and services (Intermediate)

Behavioural Competencies

Persuading and Influencing (Basic)
Professional/Technical learning (Basic)
Entrepreneurial and commercial thinking (Basic)
Interpersonal Effectiveness (Basic)
Problem Solving and Analysis (Basic)
Teamwork and Cooperation (Basic)
Communicating with Impact (Basic)
Relationship Management and Networking (Basic)
Customer Orientation (Basic)

Liberty Values

Administrator: Risk (Temp)

Date: 4 Aug 2025

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.

Purpose

To perform risk administrative duties, through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Minimum Experience

1 – 2 years experience in a similar environment

Minimum Qualifications

Further Education and Training Certificate (FETC) [NQF Level 04] in Office Administration

Additional Minimum Qualifications

Outputs

Process

Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
Advise on, communicate and provide risk and compliance support to assist and support the meeting of statutory, supervisory and regulatory requirements.
Implement OHS processes according to legislative requirements, including risk identification and processes related to buildings requirements.
Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
Proactively identify problems, apply known solutions and escalate more difficult problems.
Plan for task execution and adjust priorities against an established plan.

Customer

Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.

Finance

Adhere to specified standards, policies and procedures to prevent potential losses/wastage.

Learning and Growth

Contribute positively to own area-specific knowledge improvement.

Governance

Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

Competencies

Liberty Values

Technical Competencies

Risk Awareness (Basic)
Reporting and Interpretation (Basic)
Occupational Health and Safety (Basic)
Risk management (Basic)

Behavioural Competencies

Interpersonal Effectiveness (Basic)
Problem Solving and Analysis (Basic)
Teamwork and Cooperation (Basic)
Governance, Ethics and Values (Basic)
Communicating with Impact (Basic)
Customer Orientation (Basic)

Specialist: Actuarial Analyst

Date: 30 Jul 2025

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.

Purpose

The role provides an excellent opportunity for the successful candidate to advance their actuarial career by developing specialist skills and gaining valuable experience. It also offers exposure to key individuals across the Liberty Group, enabling the candidate to make a meaningful contribution to the delivery of Liberty’s strategic objectives.

The successful candidate will be a member of the Asset & Liability Management (ALM) team. This role will be focused on the quantification of market risk, asset & liability mismatches and the continuous embedding of the Specialised Insurance Operations capability across the business. There will be a strong focus on delivering insights that result in business action. The role will require the successful candidate to liaise and collaborate with other business units including Retail & Corporate Solutions, FRiD, Asset Managers and other key stakeholders

Additional Minimum Qualifications

Bachelor’s Degrees and Advanced Diplomas [NQF Level 07] in Mathematical Sciences
Actuarial Science Graduate
Progressing towards a professional actuarial qualification

Minimum Experience

0 – 1 year experience in a similar environment

Responsibilities

Actively contribute to and support the delivery of the team’s strategic objectives
Quantify market risk and analyse key risk drivers
Manage and monitor asset and liability mismatches across the balance sheet, ensuring alignment with business objectives
Report on policyholder cashflows and asset flows from asset managers, providing insights that support business decision-making
Maintain, validate and enhance existing management information tools, ensuring adherence to spreadsheet standards and audit trail requirements
Perform data checks, validations, applying analytical tools and actuarial techniques (including model building) to solve problems and support analyses
Improve processes and controls to minimise unintended market risk exposure and enhance efficiency
Build an understanding of general actuarial insurance knowledge and company-specific knowledge
Proactively identify issues, determine root causes, and implement solutions in line with best practices and team guidelines

Knowledge

Customer

Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.

Finance

Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.

Learning and Growth

Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
Contribute positively to own area-specific knowledge improvement associated with area of specialisation.
Continuously assess own performance, seek timely and clear feedback and request training where appropriate.

Governance

Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.
Adheres to Actuarial Guidance Notes and any other applicable regulations.

Competencies

Technical Competencies

Research and Information Gathering (Basic)
Quantitative Skills (Intermediate)
Modelling (Basic)
Statistical and Mathematical Analysis (Intermediate)

Behavioural Competencies

Professional/Technical learning (Basic)
Organisation and Attention to Detail (Basic)
Interpersonal Effectiveness (Basic)
Problem Solving and Analysis (Basic)
Teamwork and Cooperation (Basic)
Relationship Management and Networking (Intermediate)
Customer Orientation (Basic)

Product Distribution Lead – Risk Segment

Date: 29 Jul 2025

Location: GT, ZA

Company: Liberty Group Limited

Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.

Purpose

This role plays a pivotal part in IAM Distribution’s strategic ambition to grow Liberty’s risk market share, with a specific focus on the IFA and Group Channels. It is accountable for driving the sales performance of Lifestyle Protector by engaging key stakeholders across these channels—including Sales Leaders, Broker Consultants, Independent Financial Advisers, and SBFC Financial Planners. The role ensures that Liberty’s flagship proposition, Lifestyle Protector, is effectively positioned and promoted in the market. In addition, the incumbent will be responsible for maintaining a critical feedback loop into the Product House, shaping future product strategy through insights and intelligence gathered from the field.

Career Growth Opportunities

This role provides exposure to strategic initiatives, cross-functional collaboration, and leadership forums within IAM Distribution. It offers the incumbent a platform to demonstrate leadership potential, strategic thinking, and execution capability—positioning them for future advancement into senior roles within the Risk Optimisation and Product House Integration domain.

Key Responsibilities

Lead and support initiatives that drive risk sales performance and channel enablement.
Promote and position the Lifestyle Protector suite with Sales Leaders, Broker Consultants, IFAs, and SBFC Financial Planners.
Drive business development efforts and unlock value at a national level by identifying growth opportunities, supporting strategic initiatives, and enabling scalable impact across regions.
Identify and articulate propositional gaps in competitor offerings and provide actionable insights.
Represent Risk Optimisation in cross-functional forums and strategic engagements.
Track and report on key initiatives, market trends, and competitor activity.
Consolidate field feedback and market intelligence to inform Product House strategy and roadmap.
Collaborate with the Product House on proposition enhancements and innovation.

Job-Related Skills

Strategic Sales Enablement – Ability to translate product value into compelling sales narratives and tools for intermediaries.
Business Development Acumen – Skilled in identifying growth opportunities and unlocking value across national and regional markets.
Market and Competitor Analysis – Proficient in evaluating competitor propositions and identifying gaps to inform Liberty’s positioning.
Stakeholder Engagement – Strong interpersonal and communication skills to influence and collaborate with Sales Leaders, IFAs, and Product House teams.
Data Interpretation and Insight Generation – Ability to use market intelligence, performance data, and feedback to drive actionable insights.
Presentation and Facilitation – Confident in delivering presentations, facilitating discussions, and representing the Risk Optimisation function in strategic forums.
Project and Initiative Management – Capable of leading and supporting initiatives that enhance risk sales performance and channel effectiveness.

Qualifications and Experience

A Bachelor’s degree in Business, Finance, Economics, Actuarial Science, or a related field (required).
A postgraduate qualification such as an Honours degree, MBA, or Postgraduate Diploma in Financial Planning (advantageous).
Certified Financial Planner (CFP®) designation or an equivalent professional certification.
RE5 certification (Regulatory Exam for Representatives), particularly relevant for intermediary engagement.
A FAIS-compliant qualification aligned with Category I and II product advice.
Proven experience in the life insurance or financial services industry, with a focus on risk product development, distribution, or intermediary engagement.
Exposure to product strategy, market intelligence, or business development within a competitive, IFA-driven environment.

Core Competencies

Strategic Thinking: Connects market insights, product strategy, and distribution levers to identify growth opportunities and shape long-term plans.
Commercial Acumen: Applies a deep understanding of the risk market and competitive landscape to make informed decisions that drive business value.
Influencing and Collaboration: Builds strong, trust-based relationships with internal and external stakeholders; effectively navigates differing perspectives to gain alignment and drive outcomes.
Execution Excellence: Delivers high-quality outputs consistently; manages multiple priorities with discipline and follows through on commitments.
Customer and Intermediary Centricity: Keeps the needs of IFAs, planners, and clients at the center of decision-making; proactively seeks feedback to improve engagement and outcomes.
Innovation and Agility: Adapts quickly to changing market conditions; contributes to proposition evolution and identifies new ways to add value.
Leadership Potential: Takes initiative, demonstrates accountability, and leads strategic workstreams or engagements with confidence and clarity.

Behavioural Competencies

Professional/Technical learning (Proficient)
Analytical Thinking (Proficient)
People Management and Empowerment (Proficient)
Problem Solving and Analysis (Proficient)
Relationship Management and Networking (Proficient)

Job Location

Cape Town/Johannesburg
Willingness to travel between provinces

Specialist: Claims Assesor

Date: 28 Jul 2025

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

Purpose

To provide specialist advise and support in the generation and provision of reliable claims assessment activities, to support key deliverables and informed decision making, through the execution of predefined objectives as per agreed SOPs.

Minimum Experience

3 – 5 years experience in a similar environment

Critical Job

Additional Minimum Requirements:

Bachelor’s degree in Occupational Therapy or Physiotherapy, or an equivalent qualification from a recognized institution.
Minimum of 5 years’ experience in life claims assessment within the insurance industry, specifically with a focus on with life claims.

Minimum Qualifications

Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management

Bachelor`s Degrees and Advanced Diplomas [Level N/A: Pre-2009 was L7] in Promotive Health and Developmental Services or Physical Sciences

Outputs

Process

Adhere to identified best practices in providing advice and support from a specialist perspective.
Independently, fairly and effectively assess and manage risk claims within relevant authority limits.
Process special claims as and when they occur and provide support to resolve relevant concerns related to claims.
Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
Plan for own task execution and advises on improvements related to area of specialisation.

Customer

Provide support to ensure the effective resolution of customer queries in order to promote customer satisfaction and retention.
Ensure that workflow items, escalations and queries are resolved within SLA.
Provide advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.

Finance

Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.

Learning and Growth

Contribute positively to own area-specific knowledge improvement associated with area of specialisation.

Governance

Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

Competencies

Liberty Values

Technical Competencies

Claims notification and investigation (Intermediate)
Research and Information Gathering (Basic)
Reporting and Interpretation (Basic)
Claims knowledge (Intermediate)
Customer Advice (Technical) (Basic)
Insurance products and services (Intermediate)
Customer Relationship Management (Basic)

Behavioural Competencies

Professional/Technical learning (Basic)
Analytical Thinking (Proficient)
Organisation and Attention to Detail (Basic)
Interpersonal Effectiveness (Basic)
Problem Solving and Analysis (Basic)
Teamwork and Cooperation (Basic)
Customer service orientation (Basic)
Communicating with Impact (Basic)
Customer Orientation (Basic)

Product Distribution Lead – Risk Segment

Date: 29 Jul 2025

Location: GT, ZA

Company: Liberty Group Limited

Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.

Purpose

Career Growth Opportunities

Key Responsibilities

Lead and support initiatives that drive risk sales performance and channel enablement.
Promote and position the Lifestyle Protector suite with Sales Leaders, Broker Consultants, IFAs, and SBFC Financial Planners.
Drive business development efforts and unlock value at a national level by identifying growth opportunities, supporting strategic initiatives, and enabling scalable impact across regions.
Identify and articulate propositional gaps in competitor offerings and provide actionable insights.
Represent Risk Optimisation in cross-functional forums and strategic engagements.
Track and report on key initiatives, market trends, and competitor activity.
Consolidate field feedback and market intelligence to inform Product House strategy and roadmap.
Collaborate with the Product House on proposition enhancements and innovation.

Job-Related Skills

Strategic Sales Enablement – Ability to translate product value into compelling sales narratives and tools for intermediaries.
Business Development Acumen – Skilled in identifying growth opportunities and unlocking value across national and regional markets.
Market and Competitor Analysis – Proficient in evaluating competitor propositions and identifying gaps to inform Liberty’s positioning.
Stakeholder Engagement – Strong interpersonal and communication skills to influence and collaborate with Sales Leaders, IFAs, and Product House teams.
Data Interpretation and Insight Generation – Ability to use market intelligence, performance data, and feedback to drive actionable insights.
Presentation and Facilitation – Confident in delivering presentations, facilitating discussions, and representing the Risk Optimisation function in strategic forums.
Project and Initiative Management – Capable of leading and supporting initiatives that enhance risk sales performance and channel effectiveness.

Qualifications and Experience

A Bachelor’s degree in Business, Finance, Economics, Actuarial Science, or a related field (required).
A postgraduate qualification such as an Honours degree, MBA, or Postgraduate Diploma in Financial Planning (advantageous).
Certified Financial Planner (CFP®) designation or an equivalent professional certification.
RE5 certification (Regulatory Exam for Representatives), particularly relevant for intermediary engagement.
A FAIS-compliant qualification aligned with Category I and II product advice.
Proven experience in the life insurance or financial services industry, with a focus on risk product development, distribution, or intermediary engagement.
Exposure to product strategy, market intelligence, or business development within a competitive, IFA-driven environment.

Core Competencies

Strategic Thinking: Connects market insights, product strategy, and distribution levers to identify growth opportunities and shape long-term plans.
Commercial Acumen: Applies a deep understanding of the risk market and competitive landscape to make informed decisions that drive business value.
Influencing and Collaboration: Builds strong, trust-based relationships with internal and external stakeholders; effectively navigates differing perspectives to gain alignment and drive outcomes.
Execution Excellence: Delivers high-quality outputs consistently; manages multiple priorities with discipline and follows through on commitments.
Customer and Intermediary Centricity: Keeps the needs of IFAs, planners, and clients at the center of decision-making; proactively seeks feedback to improve engagement and outcomes.
Innovation and Agility: Adapts quickly to changing market conditions; contributes to proposition evolution and identifies new ways to add value.
Leadership Potential: Takes initiative, demonstrates accountability, and leads strategic workstreams or engagements with confidence and clarity.

Behavioural Competencies

Professional/Technical learning (Proficient)
Analytical Thinking (Proficient)
People Management and Empowerment (Proficient)
Problem Solving and Analysis (Proficient)
Relationship Management and Networking (Proficient)

Job Location

Cape Town/Johannesburg
Willingness to travel between provinces

Specialist: Claims Assesor

Date: 28 Jul 2025

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

Purpose

Minimum Experience

3 – 5 years experience in a similar environment

Critical Job

Additional Minimum Requirements:

Bachelor’s degree in Occupational Therapy or Physiotherapy, or an equivalent qualification from a recognized institution.
Minimum of 5 years’ experience in life claims assessment within the insurance industry, specifically with a focus on with life claims.

Minimum Qualifications

Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management

Bachelor`s Degrees and Advanced Diplomas [Level N/A: Pre-2009 was L7] in Promotive Health and Developmental Services or Physical Sciences

Outputs

Process

Adhere to identified best practices in providing advice and support from a specialist perspective.
Independently, fairly and effectively assess and manage risk claims within relevant authority limits.
Process special claims as and when they occur and provide support to resolve relevant concerns related to claims.
Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
Plan for own task execution and advises on improvements related to area of specialisation.

Customer

Provide support to ensure the effective resolution of customer queries in order to promote customer satisfaction and retention.
Ensure that workflow items, escalations and queries are resolved within SLA.
Provide advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.

Finance

Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.

Learning and Growth

Contribute positively to own area-specific knowledge improvement associated with area of specialisation.

Governance

Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

Competencies

Liberty Values

Technical Competencies

Claims notification and investigation (Intermediate)
Research and Information Gathering (Basic)
Reporting and Interpretation (Basic)
Claims knowledge (Intermediate)
Customer Advice (Technical) (Basic)
Insurance products and services (Intermediate)
Customer Relationship Management (Basic)

Behavioural Competencies

Professional/Technical learning (Basic)
Analytical Thinking (Proficient)
Organisation and Attention to Detail (Basic)
Interpersonal Effectiveness (Basic)
Problem Solving and Analysis (Basic)
Teamwork and Cooperation (Basic)
Customer service orientation (Basic)
Communicating with Impact (Basic)
Customer Orientation (Basic)

Specialist: Underwriter : Durban

Date: 28 Jul 2025

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

Purpose

To provide specialist advice and support relating to underwriting, applying set rules to guard against risk, in alignment with related scheme and policy conditions, through the execution of predefined objectives as per agreed SOPs.

Minimum Experience

2 – 3 years experience in a similar environment

Minimum Qualifications

Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting

Additional Minimum Qualifications

Outputs

Process

Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards.
Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
Analyse and provide input on the risk profile of the applicants on the basis of medical history and other stipulated parameters.
Conduct investigations in order to establish and verify facts to that leads to the identification and reduction of business risks.
Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
Plan for own task execution and advises on improvements related to area of specialisation.

Customer

Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.

Finance

Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.

Learning and Growth

Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
Contribute positively to own area-specific knowledge improvement associated with area of specialisation.

Governance

Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

Competencies

Liberty Values

Technical Competencies

Underwriting process (Intermediate)
Research and Information Gathering (Basic)
Underwriting & long term risk assessment (Basic)
Underwriting Skills (Intermediate)
Reporting and Interpretation (Basic)
Customer Advice (Technical) (Basic)
Insurance products and services (Intermediate)

Behavioural Competencies

Professional/Technical learning (Basic)
Interpersonal Effectiveness (Basic)
Problem Solving and Analysis (Basic)
Teamwork and Cooperation (Basic)
Governance, Ethics and Values (Basic)
Communicating with Impact (Basic)
Relationship Management and Networking (Basic)
Customer Orientation (Basic)

Actuarial Bursaries 2026

Date: 16 Jul 2025

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

Liberty offers Actuarial Science bursaries to full-time students from their second year. A Liberty bursary covers tuition; accommodation, meals and a travel allowance (where applicable); support; networking opportunities and vacation work. You will be guaranteed employment once you have completed your studies at university.

Maintain continuous excellent academic performance in all modules in first year of study;
Maintain an overall average above 60% and average 65% or more for mathematical and actuarial modules;
Good leadership qualities and participation in extramural activities such as sports, debating societies, chess clubs and various olympiads, etc. is an added advantage; and
South African citizen by birth or descent.

Purpose

To provide specialist actuarial support that enables sound commercial advice through the application of probability & investment theory and related statistical tools and the execution of predefined objectives as per agreed SOP’s.

Minimum Experience

0 – 1 year experience in a similar environment

Minimum Qualifications

Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Mathematical Sciences

Additional Minimum Qualifications

Actuarial Science Graduate

Outputs

Process

Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
Perform required actuarial and other analyses for management reporting, and make recommendations to support these analyses.
Stay abreast with latest actuarial development tools and techniques in order to conduct analysis in an informed manner.
Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
Plan for own task execution and advises on improvements related to area of specialisation.
Completes actuarial tasks that are relatively granular with detailed output requirements defined
Performs data checking and validation work
Applies analytical tools and techniques, including model building, to solve actuarial problems
Adheres to spreadsheet standards and maintains audit trails.
Builds a basic understanding of general actuarial insurance knowledge, e.g. statutory reserving and capital requirements, IFRS reporting, product pricing etc.
Builds a basic understanding of company specific knowledge, e.g. product knowledge, company structure, business rules, policies, processes etc.

Customer

Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.

Finance

Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.

Learning and Growth

Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
Contribute positively to own area-specific knowledge improvement associated with area of specialisation.
Continuously assess own performance, seek timely and clear feedback and request training where appropriate.

Governance

Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.
Adheres to Actuarial Guidance Notes and any other applicable regulations.