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Financial Adviser Opportunities – Envestpro Gravitas

Port Elizabeth
Salary: Market Related (Negotiable)
Commission: Yes
Job Type: Permanent
Sectors: Finance
Reference: copy-copy-copy-EnvGrv007

Apply before Jan 28 2025 | 38 Days left

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Vacancy Details

Employer: Envestpro

An opportunity exists for Sales Representatives to take their career to the next level. Alternatively, for an entrepreneurial-minded individual, as we offer full training to start a career as a Financial Planner.

If you have the drive to succeed, we have the experience and skills to equip you to exceed your own expectations.

Our Philosophy

Liberty understands the value of knowledge and its power to change realities when set in action. Through Envestpro, a Liberty Affiliate, you have the ability to create personal wealth while positively impacting on your client’s financial well-being. Our unique approach to Financial Planning builds long-term client relationships.

The Ethos of Envestpro

We foster a culture of shared success and mentorship. We will guide you through training and accreditation to give you the best foundation to launch your successful career as a Financial Planner.

Our Commitment

Office infrastructure at our branches at no cost
We will give you 100% commitment and support
We will help you with compliance and administration
We lead with motivation and positivity
Access to continuous training and development
Success will be rewarded through high commission structures, bonuses and incentives
Mentorship as long as individually required
A multi-phased training programme
Effective and smooth on-boarding process
An eco-system to support all your clients’ financial 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

What the job entails

Prospecting and developing new business
Constant interacting with clients, and closing of sales
Compiling a comprehensive Needs Analyses
Recommending solutions
Maintaining relationships with your clients

Required Skills

Prospecting: 2 to 3 years
Entrepreneurial: 2 to 3 years
Good Planning And Marketing Skills : 2 to 3 years

Candidate Requirements

Minimum Requirements

Grade 12
Tertiary qualification will be advantageous
No criminal record
Laptop
FIAS Compliant, if an applicant has previous industry experience
Own vehicle

Skills required:

Entrepreneurial mind-set
Good communication skills
Ability to prospect for new business and build and networking
Ability to work independently
Good planning and organising skills
Time management skills
Innovating and the ability to come up with new marketing strategies
Contribute to our positive work environment

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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!