Career Advancement Opportunities in Financial Planning
2 months ago
About Envestpro
We are a company that believes in the power of knowledge and its ability to change realities when set in action. Through our unique approach to Financial Planning, we build long-term client relationships and foster a culture of shared success and mentorship.
Job Opportunity
We are looking for entrepreneurial-minded individuals who are driven to succeed and have the potential to exceed their own expectations. As a Financial Adviser with Envestpro, you will have the ability to create personal wealth while positively impacting your clients' financial well-being.
Key Responsibilities
- Prospect and develop new business
- Constantly interact with clients and close sales
- Compile comprehensive Needs Analyses and recommend solutions
- Maintain relationships with clients
Requirements
- Grade 12 qualification
- Tertiary qualification will be advantageous
- No criminal record
- Laptop
- FIAS Compliant
- Own vehicle
Skills Required
- Entrepreneurial mind-set
- Good communication skills
- Ability to prospect for new business and build networking
- Ability to work independently
- Good planning and organising skills
- Time management skills
- Innovating and ability to come up with new marketing strategies
About Us
We at Envestpro are committed to providing our clients with the best possible service and support. We offer a multi-phased training programme, effective and smooth on-boarding process, and access to a wealth of knowledge and guidance. Our commitment is to equip you with the skills and knowledge to succeed in your career as a Financial Adviser.
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