Career Advancement Opportunities in Financial Planning

2 weeks ago


Port Elizabeth, Eastern Cape, South Africa Envestpro Full time

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

  1. Prospect and develop new business
  2. Constantly interact with clients and close sales
  3. Compile comprehensive Needs Analyses and recommend solutions
  4. 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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