Liberty Vacancies - Vacancies with Collen

Share this post on

To apply, click on the link at the end of the posts and all the best with your applications

Branch Manager (Mthatha)

Date: 22 Aug 2025

Location: Mthatha EC ZA, EC, 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

To plan, manage and monitor the implementation of branch management activities and processes in order to deliver on approved operational plans in an effective and efficient manner.

Minimum Experience

3 – 5 years experience in a similar environment, of which 1 – 2 years at junior management level

Minimum Qualifications

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

Additional Minimum Qualifications

Outputs

Process

Develop market position through the identification of target markets, building relationships and negotiating and closing business deals.
Plan for, manage and ensure the effective administration of area related support services in alignment with team and individual performance objectives.
Manage business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
Ensure customer understanding of org. brand messages, products and services in order to facilitate messages appropriately and successfully.
Manage branch operations.
Accountable for maintaining quality, service and outputs related to a work area, ensuring compliance with set policy, procedures and standards.
Proactively identify operational problems, determine cause and effect, select and implement the best solution to solve problems based on previous experience and understanding of the context.
Plan for and organise multiple work activities for team execution by assigning priorities against the set framework in light of the specific situational context.

Customer

Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.

Finance

Identify solutions to enhance cost effectiveness and increase operational efficiency.
Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.

Learning and Growth

Manage teams within the context of defined processes, set required performance parameters and act as technical coach where required.
Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.

Governance

Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.

Competencies

Liberty Values

Technical Competencies

Legal Compliance (Sales) (Intermediate)
Risk Awareness (Intermediate)
Sales life cycle management (Proficient)
Conflict Resolution (Intermediate)
Efficiency improvement (Intermediate)
Functional Policies and Procedures (Intermediate)
Operations Management (Proficient)
Product and/or Service Knowledge (Intermediate)
Sales management (Proficient)
Budgeting and Expenditure Control (Intermediate)

Behavioural Competencies

Persuading and Influencing (Intermediate)
People Management and Empowerment (Intermediate)
Interpersonal Effectiveness (Intermediate)
Problem Solving and Analysis (Intermediate)
Strategic Insight and Capability (Intermediate)
Teamwork and Cooperation (Intermediate)
Judgment and decision making (Intermediate)
Communicating with Impact (Intermediate)
Relationship Management and Networking (Intermediate)
Customer Orientation (Intermediate)

Insurance and Asset Management (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.

Click here to apply

Branch Manager (Western Cape, George)

Date: 22 Aug 2025

Location: Johannesburg EC ZA, EC, 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

To plan, manage and monitor the implementation of branch management activities and processes in order to deliver on approved operational plans in an effective and efficient manner.

Minimum Experience

3 – 5 years experience in a similar environment, of which 1 – 2 years at junior management level

FAIS Requirements

MUST have RE5

120 credits- wealth management

RE1 Advantegeous

Minimum Qualifications

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

Process

Develop market position through the identification of target markets, building relationships and negotiating and closing business deals.
Plan for, manage and ensure the effective administration of area related support services in alignment with team and individual performance objectives.
Manage business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
Ensure customer understanding of org. brand messages, products and services in order to facilitate messages appropriately and successfully.
Manage branch operations.
Accountable for maintaining quality, service and outputs related to a work area, ensuring compliance with set policy, procedures and standards.
Proactively identify operational problems, determine cause and effect, select and implement the best solution to solve problems based on previous experience and understanding of the context.
Plan for and organise multiple work activities for team execution by assigning priorities against the set framework in light of the specific situational context.

Customer

Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.

Finance

Identify solutions to enhance cost effectiveness and increase operational efficiency.
Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.

Learning and Growth

Manage teams within the context of defined processes, set required performance parameters and act as technical coach where required.
Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.

Governance

Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.

Technical Competencies

Legal Compliance (Sales) (Intermediate)
Risk Awareness (Intermediate)
Sales life cycle management (Proficient)
Conflict Resolution (Intermediate)
Efficiency improvement (Intermediate)
Functional Policies and Procedures (Intermediate)
Operations Management (Proficient)
Product and/or Service Knowledge (Intermediate)
Sales management (Proficient)
Budgeting and Expenditure Control (Intermediate)

Behavioural Competencies

Persuading and Influencing (Intermediate)
People Management and Empowerment (Intermediate)
Interpersonal Effectiveness (Intermediate)
Problem Solving and Analysis (Intermediate)
Strategic Insight and Capability (Intermediate)
Teamwork and Cooperation (Intermediate)
Judgment and decision making (Intermediate)
Communicating with Impact (Intermediate)
Relationship Management and Networking (Intermediate)
Customer Orientation (Intermediate)

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.

Click here to apply

Manager: Investments

Date: 22 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 strategically design, manage, and optimize investment products for Corporate clients that align with both customer needs and the company’s financial goals. This role sits at the intersection of product development, investment strategy, regulatory compliance,

and customer experience.

Minimum Experience

3 – 5 years experience in a similar environment, of which 1 – 2 years at junior management level

Minimum Qualifications

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

Additional Minimum Qualifications

A degree in Actuarial Science, Finance, Economics, or Business.
Progress toward or completion of actuarial exams (e.g., ASSA, IFoA) is highly advantageous.
Additional Certificates (e.g. CFA, CFP, MBA) can be beneficial depending on the focus of the role

Key Responsibilities

Product Strategy & Development

Design and develop investment products and positioning.
Conduct market research to identify trends, customer needs, and competitive gaps.
Translate insights into innovative product features

Investment Oversight

Collaborate with asset managers to align product offerings with investment strategies.
Monitor fund performance and ensure alignment with product promises and risk profiles.
Recommend changes to fund allocations or product structures based on market conditions.

Profitability & Performance Management

Set pricing strategies and profitability targets.
Track product performance (sales, persistency, claims, investment returns).
Adjust product features or pricing to maintain competitiveness and profitability.

Regulatory & Risk Compliance

Ensure all investment products comply with insurance and financial regulations (e.g., FSCA in South Africa).
Manage product governance processes and risk assessments.

Competencies

Product Development
Product Knowledge
Research and Information Gathering
Professional/Technical learning
Conceptual Thinking
Financial Awareness
Innovative Thinking
Results Orientation
Communication
Networking / relationship management

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.

Click here to apply

Specialist: Broker Consultant (Upington)

Date: 22 Aug 2025

Location: Bloemfontein FS ZA, FS, 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 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)

Click here to apply

Specialist: Broker Consultant

Date: 22 Aug 2025

Location: Nelspruit 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)

Click here to apply

Specialist: Benefits Counsellor

Date: 22 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 provide specialist advice and support to add value and enhance the organisations’ benefit structures, 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

Process

Treat information as private and confidential and do not disclose to any parties unless required to do so by an authorised party.
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.
Investigate costs and values of benefits such as wellness programs, employee assistance programs and flexible benefits plans.
Advise on and contribute to the development of procedures and processes within area of specialisation for continued quality and service improvement.
Escalate unresolved delivery and quality issues to operational management and process owners.
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.
Draw on team technical knowledge and experience to identify and develop solutions to improve operational service and quality
To provide a benefits counselling service to Liberty Corporate clients and financial advisers face to face, telephonically and via written correspondence.
Have discussions with members and employers of all default fund strategies and any other options available to members of the fund.
Engage with members of a fund and advisors to determine their financial freedom needs and provide them with clear and accurate factual information around the fund’s default strategies.
Present information-sharing sessions on approved financial planning topics to enhance the knowledge of prospective members.
Engage with advisors and members of a fund in order to highlight the features and benefits of products based on their financial wellness needs and in order to support their decision making process.
Provide education to members via group presentations, telephone conferencing or satellite broadcasting.
Assisting clients with the tracking and follow up of transactions in progress within the context of counselling services previously provided.
Investigate client queries within the agreed service levels and ensure that clients receive timeous feedback whilst escalating client queries to the relevant department or stakeholder as necessary.
Act as a lead and / or facilitator of quote requests and assisting clients with the processing of the required information and completed quotes.
Providing factual information in response to queries regarding the investment performance (where applicable) of a fund’s chosen default strategies.
Clarify and explain the fund’s default preservation and annuity strategy and philosophy to members seeking benefits counselling.
Follow up on leads within required turn-around time in order to ensure that the client has an excellent customer experience.

Customer

Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
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

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 with and ensure the safekeeping of own work related records in alignment with organisational and legislative requirements.
Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.
Ensure technical product and legislative knowledge is always current in order to, within the context of benefits counselling, propose and provide factual information about the most relevant and innovative client solutions.

Competencies

Technical Competencies

Reporting and Interpretation (Basic)
Compensation and Benefits (Intermediate)
Legal Compliance (HR) (Basic)
Knowledge of HR Policies & Procedures (Basic)
Research and Information Gathering (Basic)
Customer Advice (Technical) (Basic)

Behavioural Competencies

Organisation and Attention to Detail (Intermediate)
Interpersonal Effectiveness (Basic)
Relationship Management and Networking (Basic)
Teamwork and Cooperation (Basic)
Problem Solving and Analysis (Basic)
Communicating with Impact (Basic)
Persuading and Influencing (Basic)
Professional/Technical learning (Basic)

Click here to apply

Quality Assurance Agent

Date: 21 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 quality assurance 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

Higher Diplomas [NQF Level 06] in Office Administration

Process

Keep accurate and up to date records of information relating to own work area in line with standard operating procedures and performance criteria.
Minimise errors by checking that transactions are processed correctly and inform relevant parties of errors to prevent errors from re-occurring.
Contribute to and assist in the continuous improvement of the quality management process in order to improve service delivery are minimise errors.
Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
Conduct regular quality assurance in area of accountability, to identify trends to ensure improved consistent delivery, relevance and accuracy.
Ensure customer satisfaction with regard to the quality of operational support provided.
Identify and address customer needs by providing a variety of related services, to enhance satisfaction and retention.
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

Ensure customer satisfaction with regard to the quality of operational support provided by a team under supervision.
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

Integrate new knowledge attained through formal and informal learning opportunities and apply in the execution of own role.
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

Technical Competencies

Continuous Process Improvement (Intermediate)
Quality control (Intermediate)
Reporting and Interpretation (Intermediate)
Standard operating procedure compliance (Intermediate)
Operations Management (Basic)
Customer Relationship Management (Basic)

Behavioural Competencies

Analytical Thinking (Intermediate)
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)

Click here to apply

Quality Assurance Agent

Date: 21 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 quality assurance 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

Higher Diplomas [NQF Level 06] in Office Administration

Process

Keep accurate and up to date records of information relating to own work area in line with standard operating procedures and performance criteria.
Minimise errors by checking that transactions are processed correctly and inform relevant parties of errors to prevent errors from re-occurring.
Contribute to and assist in the continuous improvement of the quality management process in order to improve service delivery are minimise errors.
Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
Conduct regular quality assurance in area of accountability, to identify trends to ensure improved consistent delivery, relevance and accuracy.
Ensure customer satisfaction with regard to the quality of operational support provided.
Identify and address customer needs by providing a variety of related services, to enhance satisfaction and retention.
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

Ensure customer satisfaction with regard to the quality of operational support provided by a team under supervision.
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

Integrate new knowledge attained through formal and informal learning opportunities and apply in the execution of own role.
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

Technical Competencies

Continuous Process Improvement (Intermediate)
Quality control (Intermediate)
Reporting and Interpretation (Intermediate)
Standard operating procedure compliance (Intermediate)
Operations Management (Basic)
Customer Relationship Management (Basic)

Behavioural Competencies

Analytical Thinking (Intermediate)
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)

Click here to apply

Branch Manager Witbank

Date: 20 Aug 2025

Location: Witbank 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 plan, manage and monitor the implementation of branch management activities and processes in order to deliver on approved operational plans in an effective and efficient manner.

Minimum Experience

3 – 5 years experience in a similar environment, of which 1 – 2 years at junior management level

FAIS Requirements

MUST have RE5

120 credit Wealth Management

RE1 advantegeous

Minimum Qualifications

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

Process

Develop market position through the identification of target markets, building relationships and negotiating and closing business deals.
Plan for, manage and ensure the effective administration of area related support services in alignment with team and individual performance objectives.
Manage business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
Ensure customer understanding of org. brand messages, products and services in order to facilitate messages appropriately and successfully.
Manage branch operations.
Accountable for maintaining quality, service and outputs related to a work area, ensuring compliance with set policy, procedures and standards.
Proactively identify operational problems, determine cause and effect, select and implement the best solution to solve problems based on previous experience and understanding of the context.
Plan for and organise multiple work activities for team execution by assigning priorities against the set framework in light of the specific situational context.

Customer

Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.

Finance

Identify solutions to enhance cost effectiveness and increase operational efficiency.
Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.

Learning and Growth

Manage teams within the context of defined processes, set required performance parameters and act as technical coach where required.
Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.

Governance

Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.

Technical Competencies

Legal Compliance (Sales) (Intermediate)
Risk Awareness (Intermediate)
Sales life cycle management (Proficient)
Conflict Resolution (Intermediate)
Efficiency improvement (Intermediate)
Functional Policies and Procedures (Intermediate)
Operations Management (Proficient)
Product and/or Service Knowledge (Intermediate)
Sales management (Proficient)
Budgeting and Expenditure Control (Intermediate)

Behavioural Competencies

Persuading and Influencing (Intermediate)
People Management and Empowerment (Intermediate)
Interpersonal Effectiveness (Intermediate)
Problem Solving and Analysis (Intermediate)
Strategic Insight and Capability (Intermediate)
Teamwork and Cooperation (Intermediate)
Judgment and decision making (Intermediate)
Communicating with Impact (Intermediate)
Relationship Management and Networking (Intermediate)
Customer Orientation (Intermediate)

Click here to apply

Head: Regional Management Jhb

Date: 19 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 develop tactical strategy and delivery plans, integrate practice formulation and to ensure operational implementation and adaption across multiple practices i.t.o. regional management methodology, governance and delivery objectives.

Minimum Experience

5 – 8 years experience in a similar environment, of which 2 – 3 years at management level

Minimum Qualifications

Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Office Administration

Additional Minimum Qualifications

RE01

RE05

Process

Communicate a meaningful tactical context that guides and directs best practice integration and process alignment with service delivery objectives.
Identify financial targets and track accomplishment and develop and implement solutions to minimise costs and increase sales/revenue.
Ensure effective communication and sales force understanding of org. brand messages, products and services to achieve sales targets and goals.
Identify sales targets, track accomplishment thereof and implement solutions to ensure sales targets are achieved.
Manage the implementation of customer service plans and operational tactics, policies, practices, services that will retain and increase sales revenue.
Enables an effective regional servicing model that creates a competitive servicing advantage for the Broker community.
Plan the regional strategy, programmes and develop the activity budget for the year.
Ensure and manage sales execution fulfillment.
Ensure that change is effectively managed for the implementation of new and enhanced solutions.
Manage the channels for field communications.
Recruit, develop and manage sales workforce talent.
Collate and develop audit reports to inform management decision making.
Ensure the effective extraction and consolidation of data to enable the optimal interrogation thereof, to provide reliable management information.
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 the management of work outputs across various functional activities, integrating interdependent practices, processes or systems and addressing and balancing the demands of different priorities to optimise efficiency.

Customer

Build and maintain stakeholder relationships for the purposes of expectation management, knowledge sharing and integration.
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 areas to identify and manage governance and risk exposure liability pro-actively.

Competencies

Leadership Competencies: strategic thinking, ability to build and sustain a high-performance sales culture, experience in talent management including recruitment, development, and succession planning
Leadership Experience: Proven experience in leading a team of Area Sales Managers or similar sales leadership roles is essential. Ideally, the candidate should have 10 years of sales management experience with at least 5 years in senior management positions. A track record of consistently meeting or exceeding sales targets is also necessary.
Communication Skills: Strong verbal and written communication skills are vital. The candidate must be able to effectively communicate with clients, sales teams, and stakeholders across various levels.
Leadership and Influence: Demonstrated ability to lead, motivate, and influence a regional sales team is important. This includes inspiring teams to achieve goals, managing conflicts, and fostering a positive work environment.
Stakeholder Relationship Management: The candidate should demonstrate ability to engage and build strong relationships with internal and external stakeholders, including clients, business units, and regulatory bodies.
Operational and Financial Acumen: Assess experience in managing budgets, cost controls, and profitability at a regional level. This shows capability in overseeing financial performance alongside sales targets.
Decision-Making and Problem-Solving: Ability to make informed decisions and recommend tailored solutions for business challenges at the regional scale is important.

Technical Competencies

Legal Compliance (Sales) (Proficient)
Risk Awareness (Proficient)
Sales life cycle management (Proficient)
Conflict Resolution (Proficient)
Business Interaction (Proficient)
Efficiency improvement (Proficient)
Policy implementation (Proficient)
Functional Policies and Procedures (Proficient)
Developing sales (Advanced)
Product and/or Service Knowledge (Proficient)
Sales management (Advanced)
Budgeting and Expenditure Control (Proficient)

Behavioural Competencies

Persuading and Influencing (Proficient)
People Management and Empowerment (Proficient)
Interpersonal Effectiveness (Proficient)
Problem Solving and Analysis (Proficient)
Strategic Insight and Capability (Proficient)
Teamwork and Cooperation (Proficient)
Judgment and decision making (Proficient)
Communicating with Impact (Proficient)
Relationship Management and Networking (Proficient)
Customer Orientation (Proficient)

Click here to apply

Administrator: Funds

Date: 19 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 deliver fund administrative services 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

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

Process

Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
Assist in the compilation of financial statements in line with the audit file and approved accounting framework related to identified funds.
Contribute to the provision of a comprehensive administrative service through the correct interpretation and application of procedures.
Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
Check fund calculations for accuracy in an efficient and effective manner according to set standards.
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

Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
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

Technical Competencies

Financial Accounting (Basic)
Financial Acumen (Intermediate)
Financial Administration (Intermediate)
Reporting and Interpretation (Basic)
Standard operating procedure compliance (Intermediate)
Query resolution (Intermediate)

Behavioural Competencies

Organisation and Attention to Detail (Basic)
Interpersonal Effectiveness (Basic)
Relationship Management and Networking (Basic)
Teamwork and Cooperation (Basic)
Problem Solving and Analysis (Basic)
Communicating with Impact (Basic)
Persuading and Influencing (Basic)

Click here to apply

Specialist: Fraud Prevention

Date: 17 Aug 2025

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

Purpose

To develop and drive customer fraud awareness campaigns which includes awareness on trending fraud modus operandi on relevant multiple communication platforms (i.e. SMS, Mobile Banking, Email, Social Media etc.) to inform and empower customers to protect themselves, whilst preventing reputational and financial losses. To develop and deliver current and comprehensive fraud risk training programmes and master classes.

Qualification & Experience

Degree in Business Commerce
3-4 Years experience in translating risk language and concepts into easily understandable business language. Experience in preparing focused call to action communication.
Experience in applying sound marketing and communications principles across multiple levels in an organisation

Essential Functions

Actively engages with Learning and Development to develop fraud risk training and ensure that fraud risk training is available to all relevant employees.
Actively engages with stakeholders in marketing or channels to develop and / or deliver fraud awareness campaigns both internally and to customers.
Applies different message distribution techniques to ensure the various audiences understand and continually apply the required behavioral change necessary to reduce the human factors risk. This may apply to top threats and trends identified and related process and technology controls as well.
Collects input for fraud training from 1st line fraud risk management sub-functions.
Builds an inventory of available internal fraud risk management training material.
Conducts virtual and face-to-face fraud training to staff or vendors based on demand and where most effective.
Creates a metrics framework that can effectively measure effectiveness of the communication and awareness program.
Creates awareness material which clearly and purposefully communicate various fraud risk messages for and on behalf of the 1st
line fraud capability and its stakeholders.
Designs, proposes, and executes tactical fraud awareness campaigns based on the threat landscape which is tailored to
business unit/segment fraud risks.
Develops and documents fraud risk training plan in close alignment with Learning and Development, including but not limited to i) identification of training requirements for employee segments ii) delivery medium and method and iii) content of training in collaboration with fraud risk management heads.
Develops and drives staff fraud awareness campaigns.
Develops and drives staff fraud awareness campaigns to empower staff to advise customers of fraud trends and MO’s and how customers can protect themselves to ensure a consistent service offering across frontline channels.
relevant communication platforms (i.e., SMS, Mobile Banking, Email, Social Media etc.) to create awareness and protect customers from emerging fraud trends.
Develops fraud risk training material and / or provide input for development of training material depending on chosen medium and method.
Effectively manages partners and vendors to measure and create awareness outcomes.

Additional Essential Functions

Ensures that training schedule reflects latest developments in fraud risk management trends.
Liaises with 1st line FRM sub-functions to collect input for the fraud training.
Manages interaction with external service providers if training is provided by external providers.
Manages interaction with industry bodies, such as ICB or SABRIC, for training sessions offered by them.
Provides effective fraud risk awareness and fraud risk education to relevant stakeholders.
Reviews and monitors success metrics of customer fraud awareness campaigns.
Scopes delivery of designed training with relevant stakeholders, e.g. Learning and Development; deliver training as required & monitors training completion rates

Behavioural Competencies

Adopting Practical Approaches
Articulating Information
Embracing Change
Establishing Rapport
Exploring Possibilities
Generating Ideas
Interacting with People
Interpreting Data
Producing Output
Taking Action
Team Work
Upholding Standards

Technical Competencies

Forensic Auditing (Intermediate)
Fraud Investigation (Intermediate)
Risk Awareness (Basic)
Research and Information Gathering (Basic)
Reporting and Interpretation (Basic)
Customer Advice (Technical) (Basic)

Click here to apply

Administrator: Death Claims (Inbound)

Date: 17 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 provide assistance to Death Claims Team in contacting families/beneficiaries to confirm details provided; seek banking details; seek contact details for person/s of interest; provide feedback to families on status of claim and guidance on steps to follow & educate families on the process of 37C claims or unapproved claims.

Minimum Experience

1 – 2 years experience in a similar environment

Key Requirements

Death claims knowledge & assessing

Knowledge of 37C or unapproved claims to diffuses misunderstandood situations and address concerns from families about requirements and the processess that follows

Understanding of different claims products and their requirements

Able to explain the product to the family/beneficiary/FA/Broker and why the information is required

Be able to ask for o/s information needed for the case to move forward – trustees or to finalise payment

Able to show results by number of cases completed and referred to review based on information collected & able to show result by number of cases completed based on information seeked and confirmed via phone call that allowed team to complete payments of claims

Be able to complete information of basket of factors to provide a clear report of information collected to allow assessor to complete basket of factors for review and referral.

Minimum Qualifications

Further Education and Training Certificate (FETC) [NQF Level 04] in Finance Economics and Accounting

Process

Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
Process and pay all new and adjustments to area specific claims accurately and timely, ensuring claimants needs are met within authority levels.
Reconcile specific individual claim histories, resolving queries timeously and accurately.
Contribute to the provision of a comprehensive administrative service through the correct interpretation and application of procedures.
Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
Collates, records and examines information to make claim settlement determinations and approves or denies payment in line with set standards.
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

Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
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

Technical Competencies

Query resolution (Basic)
Administration (Basic)
Claims knowledge (Basic)
Customer Relationship Management (Basic)

Behavioural Competencies

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)

Click here to apply

Actuarial Bursaries 2026

Date: 14 Aug 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.

Competencies

Liberty Values

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)

Click here to apply

Branch Manager Limpopo

Date: 13 Aug 2025

Location: Polokwane NP ZA, LP, 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 plan, manage and monitor the implementation of branch management activities and processes in order to deliver on approved operational plans in an effective and efficient manner.

Minimum Experience

3 – 5 years experience in a similar environment, of which 1 – 2 years at junior management level

Minimum Qualifications

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

Process

Develop market position through the identification of target markets, building relationships and negotiating and closing business deals.
Plan for, manage and ensure the effective administration of area related support services in alignment with team and individual performance objectives.
Manage business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
Ensure customer understanding of org. brand messages, products and services in order to facilitate messages appropriately and successfully.
Manage branch operations.
Accountable for maintaining quality, service and outputs related to a work area, ensuring compliance with set policy, procedures and standards.
Proactively identify operational problems, determine cause and effect, select and implement the best solution to solve problems based on previous experience and understanding of the context.
Plan for and organise multiple work activities for team execution by assigning priorities against the set framework in light of the specific situational context.

Customer

Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.

Finance

Identify solutions to enhance cost effectiveness and increase operational efficiency.
Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.

Learning and Growth

Manage teams within the context of defined processes, set required performance parameters and act as technical coach where required.
Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.

Governance

Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.