Financial Adviser / Business Owner

Kenilworth
Salary: Market Related
Job Type: Permanent
Sectors: Insurance Investment Sales
Benefits: Pension Parking
Reference: copy-2216679
Employment Equity Position

Apply before Dec 13 2024 | 23 Days left

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Vacancy Details

Employer: Envestpro

Financial Advisor - Join the Envestpro Team!

Location: Kenilworth, Cape Town

About Us:

Envestpro is expanding to meet the growing demand for personalized financial solutions.

We are seeking motivated and entrepreneurial individuals to join our team of trusted Financial Advisors.

Job Description:

In this role, you will provide personalized financial guidance to clients, helping them manage their investments, insurance, retirement planning, and other financial needs. You will assess clients' goals, create tailored financial plans, and offer ongoing support to ensure their long-term financial success.

As a Financial Advisor at Envestpro, you will have the opportunity to build long-term professional relationships and make a significant impact on the lives of your clients.

This role is an excellent starting point for a long-term career within our business.

You will receive comprehensive training and ongoing mentoring that will immerse you in our culture, service offering, and sales process.

What We Offer:

Lucrative Income Potential: Our competitive structure rewards hard work and dedication.
Professional Growth: Numerous opportunities for professional development and career advancement.
Supportive Environment: Comprehensive training and ongoing mentoring.
Recognition and Rewards: Our culture values and rewards success.

Why Join Envestpro?

If you have a solid work ethic and are committed to making a difference in the lives of your clients, we want to hear from you.

At Envestpro, you will find a supportive team, a rewarding career path, and a chance to make a real impact.

How to Apply:

Submit your resume detailing your qualifications showcasing why you would be a great fit for the Envestpro team.

Join us and build a rewarding career with Envestpro!

Required Skills

Sales: 1 to 2 years
Entrepreneurs: 1 to 2 years

Candidate Requirements

Strong relationship-building skills are key, as you will work closely with clients to understand their unique needs and provide expert advice.

Requirements:

Your own reliable transport
2/3 years experience in the workforce
Matric certificate
Your own laptop

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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!