Vacancy Details
Employer: Envestpro
Are you an ambitious, entrepreneurial-minded individual with a passion for financial planning and guiding clients toward their financial goals? FinSteward, an affiliate of Liberty and Envestpro, is looking for a driven and dynamic Financial Advisor to join our team. We value individuals with strong networks, analytical acumen, and a dedication to client satisfaction. If you’re excited by the prospect of building a thriving financial practice, we’d love to meet you!
Note: We welcome individuals new to the financial advisory field, as we provide extensive training and infrastructure to support you in building a successful business.
Key Responsibilities:
- Provide tailored financial advice aligned with clients' needs and goals
- Build and maintain a reliable client base through proactive prospecting and relationship management
- Analyze financial data to recommend appropriate financial products and strategies
- Offer a comprehensive range of financial services, including insurance, investments, and savings solutions
- Build trust through ongoing client engagement, ensuring satisfaction and growth
- Adhere to industry standards and regulations for compliant and ethical practice
- Engage in regular training and development sessions to advance your skills
Candidate Requirements
Candidate Requirements:
-
Minimum Requirements:
- Matric (National Senior Certificate) - a tertiary qualification is beneficial, though not required
- South African ID
- Valid Driver's License and reliable personal transport
- Credit record in good standing
- Clear criminal background
- Tax number in good standing
Experience & Skills:
-
- Financial stability (Assets vs. Liabilities) – minimal debt exposure preferred
- Demonstrated reliability and integrity
- Prior success in sales or target-driven roles
- For experienced candidates: Relevant RE accreditation, minimum NQF5 (120 credits), and FSB-approved qualifications
- Entrepreneurial mindset – strong preference for commission-based income structures
- Established network or strong prospecting ability
- Excellent analytical skills for creating effective solutions
- Strong numeracy and data interpretation abilities
- Ability to influence, present confidently, and engage clients meaningfully
- Skilled in planning, organizing, and setting personal performance goals
- Trainable and motivated for growth in a supportive environment
- Resilience and adaptability to handle rejection and thrive in a fast-paced, competitive industry
- Personal drive for autonomy and success – essential for building a successful advisory practice
- Supportive personal network (e.g., family support)
Note: We welcome individuals new to the financial advisory field, as we provide extensive training and infrastructure to support you in building a successful business.
Why Join FinSteward?
- Access to extensive training and resources, including infrastructure and marketing support
- Affiliation with Liberty and Envestpro – industry leaders with a proven record of success
- High earning potential through competitive commission structures
- Diverse financial products and services to offer clients
- Positive, collaborative work environment with growth and career advancement opportunities
Application Process:
If this role aligns with your career goals and you’re ready to join a passionate and dynamic team, please submit your CV and a cover letter detailing your suitability for the role to lyn-marie.serfontein@liblink.co.za
Upcoming Intake: January 202
Contact: For additional information, please reach out to Lyn-Marié Serfontein at lyn-marie.serfontein@liblink.co.za
Join FinSteward and make a meaningful impact by helping clients achieve financial security while building your rewarding career.
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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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