An opportunity exists for Sales Representatives to take their career to the next level. Alternatively, for an entrepreneurial-minded individual, as we offer full training to start a career as a Financial Planner.

If you have the drive to succeed, we have the experience and skills to equip you to exceed your own expectations.

Our Philosophy

Liberty understands the value of knowledge and its power to change realities when set in action. Through Envestpro, a Liberty Affiliate, you have the ability to create personal wealth while positively impacting on your clients financial well-being. Our unique approach to Financial Planning builds long-term client relationships.

The Ethos of Envestpro

We foster a culture of shared success and mentorship. We will guide you through training and accreditation to give you the best foundation to launch your successful career as a Financial Planner.

Our Commitment

• Office infrastructure at our branches at no cost
• We will give you 100% commitment and support
• We will help you with compliance and administration
• We lead with motivation and positivity
• Access to continuous training and development
• Success will be rewarded through high commission structures, bonuses and incentives
• Mentorship as long as individually required
• A multi-phased training programme
• Effective and smooth on-boarding process
• An eco-system to support all your clients financial needs
• Support structure to resolve queries
• Access to a wealth of knowledge and guidance (product specialists)
• Technologically advanced financial planning tools
• Access to corporate marketing with includes a social media strategy

What the job entails

• Prospecting and developing new business
• Constant interacting with clients, and closing of sales
• Compiling a comprehensive Needs Analyses
• Recommending solutions
• Maintaining relationships with your clients

Minimum Requirements

• Grade 12
• Tertiary qualification will be advantageous
• No criminal record
• Laptop
• FIAS Compliant, if an applicant has previous industry experience
• Own vehicle

Skills required:

• Entrepreneurial mind-set
• Good communication skills
• Ability to prospect for new business and build and networking
• Ability to work independently
• Good planning and organising skills
• Time management skills
• Innovating and the ability to come up with new marketing strategies
• Contribute to our positive work environment