Description:
Are you an ambitious, entrepreneurial-minded individual passionate about financial planning and helping clients achieve their financial goals?As Envestpro we value individuals with strong networks, analytical skills, and a commitment to client satisfaction. If you're excited about the opportunity to build a successful financial practice, we’d love to hear from you!
Note : We welcome individuals who are new to the financial advisory field, as we offer comprehensive training and the infrastructure to help you build a successful business.
Key Responsibilities:
- Provide customized financial advice tailored to clients’ needs and goals
- Build and maintain a strong client base through proactive prospecting and relationship management
- Analyze financial data to recommend suitable products and strategies
- Offer a wide range of financial services, including insurance, investments, and savings solutions
- Establish trust with clients through continuous engagement, ensuring satisfaction and growth
- Adhere to industry standards and regulations for ethical and compliant practices
- Participate in regular training and development to enhance your skills
Requirements:
- Provide customized financial advice tailored to clients’ needs and goals
- Build and maintain a strong client base through proactive prospecting and relationship management
- Analyze financial data to recommend suitable products and strategies
- Offer a wide range of financial services, including insurance, investments, and savings solutions
- Establish trust with clients through continuous engagement, ensuring satisfaction and growth
- Adhere to industry standards and regulations for ethical and compliant practices
- Participate in regular training and development to enhance your skills
- Matric (National Senior Certificate) – tertiary qualification preferred but not essential
- South African ID
- Valid driver’s license and reliable personal transport
- Clear credit record
- Clean criminal background
- Tax number in good standing
- Financial stability (minimal debt exposure preferred)
- Proven reliability and integrity
- Experience in sales or target-driven roles
- For experienced candidates: Relevant RE accreditation, NQF Level 5 (120 credits), and FSB-approved qualifications
- Entrepreneurial mindset – preference for commission-based income structures
- Established network or strong prospecting ability
- Excellent analytical and problem-solving skills
- Strong numeracy and data interpretation abilities
- Ability to influence, present confidently, and engage clients meaningfully
- Skilled in planning, organizing, and setting personal performance goals
- Motivated to grow in a supportive environment
- Resilience and adaptability to thrive in a competitive industry
- Strong drive for autonomy and success in building a financial advisory practice
- Support from a personal network (e.g., family support)
-
Note : We provide extensive training and support to individuals new to the financial advisory field.
Why Join Envestpro Fourways?
- Access to comprehensive training, resources, and marketing support
- Affiliation with Liberty and Envestpro – industry leaders with a proven track record
- High earning potential with competitive commission structures
- Wide range of financial products and services to offer clients
- Collaborative work environment with opportunities for growth and career advancement
- Access to comprehensive training, resources, and marketing support
- Affiliation with Liberty and Envestpro – industry leaders with a proven track record
- High earning potential with competitive commission structures
- Wide range of financial products and services to offer clients
- Collaborative work environment with opportunities for growth and career advancement
Minimum Requirements:
- Matric (National Senior Certificate) – tertiary qualification preferred but not essential
- South African ID
- Valid driver’s license and reliable personal transport
- Clear credit record
- Clean criminal background
- Tax number in good standing
Experience & Skills:
- Financial stability (minimal debt exposure preferred)
- Proven reliability and integrity
- Experience in sales or target-driven roles
- For experienced candidates: Relevant RE accreditation, NQF Level 5 (120 credits), and FSB-approved qualifications
- Entrepreneurial mindset – preference for commission-based income structures
- Established network or strong prospecting ability
- Excellent analytical and problem-solving skills
- Strong numeracy and data interpretation abilities
- Ability to influence, present confidently, and engage clients meaningfully
- Skilled in planning, organizing, and setting personal performance goals
- Motivated to grow in a supportive environment
- Resilience and adaptability to thrive in a competitive industry
- Strong drive for autonomy and success in building a financial advisory practice
- Support from a personal network (e.g., family support)
-
Note : We provide extensive training and support to individuals new to the financial advisory field.
Why Join Envestpro Fourways?
- Access to comprehensive training, resources, and marketing support
- Affiliation with Liberty and Envestpro – industry leaders with a proven track record
- High earning potential with competitive commission structures
- Wide range of financial products and services to offer clients
- Collaborative work environment with opportunities for growth and career advancement
Join Envestpro Fourways today and make a significant impact by helping clients secure their financial future while building a rewarding career for yourself.
03 Apr 2025;
from:
careers24.com