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.
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
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
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.