- Pretoria
- Salary: Market Related
- Commission: Yes
- Job Type: Permanent
- Sectors: Investment Sales Finance
- Benefits: Training
- Reference: 2157657
Vacancy Details
Employer: Envestpro
Are you a driven, entrepreneurial-minded individual with a passion for financial planning and helping clients achieve their financial goals? FinSteward, an affiliate of Liberty and Envestpro, is seeking a dedicated and dynamic Financial Advisor to join our team. If you have a strong network, excellent analytical skills, and a client-focused approach, we want to hear from you.
Responsibilities:
- Provide personalized financial advice to clients
- Develop and maintain a client base
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives
- Offer financial services and products, including insurance, investments, and savings plans
- Maintain strong relationships with clients through regular contact and proactive support
- Ensure compliance with industry standards and regulations
- Participate in training and development to enhance skills and knowledge
Candidate Requirements
Requirements:
- SA ID
- Driver's Licence
- Own reliable transport
- Credit clear
- Criminal clear
- Tax Number
- Minimum Matric
- Tertiary Qualification (Beneficial, but not required)
- Financially sound (Assets VS Liabilities) – not over-exposed in terms of debt
- Propriety
- Past performance/success in previous positions
- If experienced, RE representative accreditation and minimum NQF5 (120 credits)/FSB approved tertiary qualifications within required time frames, not debarred from FSB, not blacklisted for fraud. If previously worked for Liberty, no outstanding debt linked to their previous code (SRS listing).
- Entrepreneurial mind-set – more open to a commission role
- Established network of potential clients/ability to prospect
- Confidence
- People-orientated/Customer focused
- Good analytical ability to provide appropriate solutions to clients
- Numerical reasoning ability – ability to interpret numerical data
- Ability to influence others (overcome objections)
- Presentation skills
- Planning and organizing
- Trainability/Potential to grow and develop – what effort would be required from the manager to develop in terms of competencies
- Drive and motivation – highly competitive and target-driven environment
- Personal work objectives/goal orientated
- Resilient and able to deal with rejection
- Optimism & ability to deal effectively with change on an ongoing basis
- Multi-skilling and working in a fast-paced environment
- Autonomy – biggest predictor of success (building own practice)
- Good support structure (e.g., spouse)
Please note that we are not necessarily looking for someone with experience as a financial advisor or someone that has been in the industry before as we do go through quite a thorough training. Our whole aim is to help individuals build a business with everything given to them in terms of infrastructure, training, marketing, etc.
Why Join FinSteward?
- Affiliation with Liberty and Envestpro, leading names in the financial services industry
- Opportunities for professional growth and development
- Supportive and collaborative work environment
- Competitive commission structure with the potential for high earnings
- Access to a wide range of financial products and services to offer clients
Application Process:
If you meet the above criteria and are ready to take your career to the next level, please submit your CV and a cover letter outlining your suitability for the role to lyn-marie.serfontein@liblink.co.za
Join FinSteward and help clients achieve their financial dreams while building a successful and rewarding career for yourself.
We have 2 intakes left for this year: September & October 2024
Contact:
For more information about this exciting opportunity, please contact Lyn-Marié Serfontein at lyn-marie.serfontein@liblink.co.za
31 people have applied for this job. 1084 people have viewed this job.
About Envestpro
Envestpro was established in 1998 as a tied advisory intermediary business. Envestpro serves clients through the recruitment of talented individuals and empowering them into building successful financial planning practice.
Envestpro has grown from a single person business in 1998 to, now in 2022, serving over 285 financial Advisors across South Africa. Envestpro has 2 Office centres in Johannesburg namely Midrand and Fourways. Envestpro also has 2 offices in Pretoria East. Our Coastal offices are in Durban, Gqeberha (PE) and Cape Town. We also have presence in Umthata and other outlying areas.
Through our intermediary force we now serve over 38,000 clients and are responsible for intermediating over 12 Billion rand in clients assets. Our End-to-End financial service ensures that we take care of all our clients’ financial needs under one roof. Our services include Wills and Estate Planning, Short and Long Term Investing, Retirement and Legacy Planning, Family Protection, Health and Medical Planning, Short Term Insurance and Solutions for Business including Corporate Benefits, Commercial Insurance and Business Continuity Planning. These services are underpinned by a dedicated team of support staff who strive to deliver exceptional services. Our differentiator is not only our service offering but also our Training and Development.
Envestpro is focused on empowering our advisory force through best in industry training and continuous development. We are able to take complex knowledge and distil it into easy-to-understand methodologies that have been proven to help clients create wealth. Our Envestpro Client Strategy© methodology has helped Envestpro to become one of the largest Tied Intermediary forces in South Africa. Most of our existing and new Financial Advisors have achieved double digit growth continuously over long periods of time. Envestpro Advisors are continuously winning awards and outperforming many their peer group advisors. Our commercial success is underpinned by our Purpose statement of “Changing Lives”. We believe that good people make good advisors. Our culture and values are more important to us than commercial success. We are very proud and protective of our culture. We are truly driven by the desire to change our advisors, employees and clients lives for the better. We are proud to provide an environment of Integrity, Purpose, Positivity and Success.
Looking for something more than just a job? Join our established team and experience a brighter life!
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