- Umhlanga
- Salary: Market Related
- Job Type: Permanent
- Sectors: Investment Sales Finance
- Reference: PT - 1
Vacancy Details
Employer: Envestpro
Elevate Your Career: Become a Financial Planner!
Are you energized by guiding individuals toward their goals and unlocking their full potential? If you’re looking for a new path where your knack for motivation and support can shine, we have a unique opportunity for you!
About Us:
At Envestpro, we’re dedicated to empowering people to master their financial futures with confidence. We’re passionate about creating strategies that help individuals achieve their aspirations, both personal and professional.
Why This Role is Perfect for You:
- Empower Change: Your ability to inspire and guide others can now extend into helping clients navigate their financial journeys and achieve their personal milestones.
- Goal-Driven Environment: If you thrive on setting and meeting targets, you’ll find the financial planning world an exciting new challenge where your skills can make a significant impact.
- Professional Growth: This role provides an excellent opportunity for you to leverage your existing strengths in a new context while expanding your expertise and experiencing new challenges.
Key Responsibilities:
- Cultivate strong relationships with clients by understanding their financial needs and aspirations.
- Design customized financial strategies that align with clients’ goals and priorities.
- Offer expert advice on investments, retirement plans, and financial risk management.
- Educate clients on best practices and guide them through financial decisions.
- Monitor client progress and adjust strategies to keep their goals on track.
Candidate Requirements
What We’re Looking For:
- Exceptional interpersonal skills with a passion for helping others achieve their goals.
- Proven ability to inspire and support clients through complex decisions.
- Detail-oriented with strong analytical skills.
- A proactive approach with a drive to exceed expectations.
- Experience in client-focused roles is advantageous but not essential.
Why Join Us:
- Supportive Culture: Receive comprehensive training and ongoing support to excel in your new role.
- Flexible Work-Life Balance: Enjoy a schedule that complements your lifestyle and commitments.
- Attractive Compensation: Competitive remuneration structure and performance-based rewards.
If you’re ready to take your career to the next level and make a meaningful impact, we’d love to hear from you!
97 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!
Similar Jobs
Financial Planner - Sales Executive
- Umhlanga
- Job Type: Permanent
- Posted 24 Aug 2024 | 35 Days left
More Jobs at Envestpro
Financial Planner
- Roodepoort
- Job Type: Permanent
- Posted 20 Sep 2024 | 61 Days left
Financial Planner
- Sandton
- Job Type: Permanent
- Posted 20 Sep 2024 | 61 Days left
Financial Planner
- Gauteng
- Job Type: Permanent
- Posted 20 Sep 2024 | 61 Days left
Financial Planner
- West Rand
- Job Type: Permanent
- Posted 20 Sep 2024 | 61 Days left