Vacancy Details
Employer: Envestpro
Become a Short-Term Insurance Broker with Envestpro: Build Your Own Book and Client Portfolio
Are you an experienced short-term insurance broker looking for a new opportunity to grow your career and take ownership of your client portfolio? At Envestpro, we offer the ideal platform to build your own book of business, supported by a steady stream of internal leads and the backing of a trusted, entrepreneurial community.
About Us:
Envestpro is more than just a financial services firm—we’re a community driven by the mission of Changing Lives. We believe in empowering our brokers to succeed, providing the tools and support you need to develop your business while making a real difference in the lives of your clients.
What You’ll Do:
- - Build Your Portfolio: Take advantage of the opportunity to grow your own book of clients, with the freedom to tailor your services to meet their unique insurance needs.
- - Access Internal Leads: Benefit from internal lead generation, allowing you to focus on delivering top-tier insurance solutions and developing strong client relationships.
- - Provide Customized Insurance Solutions: Use your industry expertise to assess client needs and offer personalized short-term insurance products that protect their assets and mitigate risk.
- - Develop Long-Term Client Relationships: Build trust with your clients by offering ongoing service and support, positioning yourself as their go-to insurance expert for years to come.
What We Offer:
- - Growth Opportunities: Build your own client portfolio and take ownership of your business growth, with unlimited potential to expand your book over time.
- - Internal Leads: We provide a consistent flow of internal leads to help you get started and grow your portfolio faster.
- - Supportive Environment: Join a collaborative, entrepreneurial community where your success is celebrated, and you’re backed by comprehensive training and ongoing support.
- - Flexible Structure: Enjoy the flexibility to manage your schedule, build client relationships, and develop your business on your own terms.
- - Competitive Compensation: Benefit from a competitive commission structure, along with performance-based incentives and the potential for long-term growth and rewards.
Candidate Requirements
Qualifications:
- - Previous experience as a short-term insurance broker, with a proven ability to build and manage client relationships.
- - Strong knowledge of short-term insurance products and the ability to provide tailored insurance solutions.
- - Excellent communication and interpersonal skills, with a focus on client service and relationship building.
- - Entrepreneurial mindset and a commitment to building your own book of business.
- - RE5, Class of Business and FAIS Credits.
Why Join Envestpro?
At Envestpro, we provide the ideal environment for brokers who want to take their careers to the next level. With the support of internal leads and a strong community, you’ll have the tools and freedom to grow your own book of clients, all while making a meaningful impact on their lives.
Ready to build your future as a successful short-term insurance broker? Join Envestpro, where you can take control of your career while Changing Lives.
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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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