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Financial Adviser

Port Elizabeth Port Elizabeth, Eastern Cape Nelson Mandela Bay, South Africa
Closing date
May 26, 2024

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Job Role
Contract Type
Full Time
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 client's
  • 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.

  • 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

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