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Port Elizabeth: Financial Adviser – Wealth Planner posted by Envestpro






Date 2024-05-21
Job Title Financial Adviser – Wealth Planner
Employer Envestpro
More Information
Salary 0
Category Insurance And Investments
Location Eastern Cape
/ Port Elizabeth

Job Summary

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.We are 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.With our full-training and continuous guidance and mentorship, we will help you 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 clients.-Advising clients on financial planning and wellbeing.-Relationship building with the clients and assuring them that they are in good hands.-Check client records on request, upsell, and create opportunities to expand business with As an entrepreneur, you will get:-Flexible working-hours.-To earn a passive income.
Financial Adviser – Wealth Planner position available in Eastern Cape, Port Elizabeth. This job position was posted by Envestpro. The job has been posted as a free ad on 2024-05-21 at 10:23:31 in the Insurance And Investments category

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