- Port Elizabeth
- Salary: R10 000.00 - R100 000.00 Per Month
- Commission: Yes
- Job Type: Permanent
- Sectors: Banking Business Management Finance
- Reference: ENV07
Vacancy Details
Employer: Envestpro
About Us:
At Envestpro, a Liberty Group affiliate, we understand the significance of effective Finacial Planning. We follow the shared-successful model which has ensured success for our clients and our company. Envestpro offers an extensive range of financial services, including: life cover, disability & dread disease, retirements planning, corporate & business benefits, medical aid solutions, investments (local & offshore), wills & estates and short-term insurance.
Summary & purpose of this role:
In order to meet the growing demand for tailor-made financial solutions, Envestpro is looking for motivated and entrepreneurial candidates to join our team of trusted Financial Planners. This opportunity is ideal for individuals with an entrepreneurial flair and passion for business.
Envestpro offers full-training and continuous guidance and mentorship, to start a rewarding career as a Financial Planner. If you have a dream, drive and desire to succeed as an entrepreneur, we have the experience and skills to equip you to exceed beyond your own expectations.
What the job entails:
- Weekly planning and prospecting for new business.
- Setting and honoring appointments and travelling to see clients.
- Advising clients on financial planning and wellbeing.
- Relationship building with the clients and assuring them that they are in good hands.
- Resolve client dissatisfaction and maintain strong brand representation.
- Check client records on request, upsell, and create opportunities to expand business with them.
As an entrepreneur, you will get:
- Flexible working-hours.
- To create future wealth and the lifestyle you desire for yourself and your family.
- To earn a passive income.
- To positively change lives, one life at a time.
- The power to write your pay cheque every month.
- Recognition and rewards/incentives from Envestpro and Liberty Group.
Our Commitment:
- Office infrastructure at our branches.
- We offer you 100% commitment and support.
- Access to continuous training and development.
- We help with compliance and administration.
- We lead motivation and positivity.
- Success will be rewarded through incentive trips, commission structures and bonuses.
- A multi-phased training program.
- Effective and smooth on-boarding process.
- An ecosystem to support all your clients' 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.
Required Skills
- Sales: 4 to 5 years
- Prospecting: 4 to 5 years
- Enterpreneural : 2 to 3 years
Candidate Requirements
Requirements:
- Grade 12 qualification.
- Tertiary qualification will be advantageous.
- No criminal record.
- Own vehicle.
- Own Laptop.
- Enterpreneural mindset.
- Good communication skills.
- Good planning and organising skills.
- Ability to work independently.
- Ability to prospect for new business and build a network.
- Great mindset to contribute to our positive work environment.
5 people have applied for this job. 226 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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