Graduate Financial Advisor

Graduate Financial Advisor
Company:

Envestpro


Graduate Financial Advisor

Details of the offer

Envestpro the number 1 leading Liberty Affiliate in the whole country
is looking for entrepreneurial minded individuals with the Commitment, Confidence, and Can-do-attitude to start a new career.

Envestpro 8 week’s incubation training will equip you with enough knowledge to compete amongst other advisers in the market. We have ongoing support and our CPD is something to be excited about.

Join our team of Financial Advisers and become an integral part of South Africa's Leading long term insurer

Being a Financial Adviser is not just only about sales but taking care of clients.

Meet the evolving needs of your client's through their lifetime. You achieve this by forming professional relationships with your clients.

Taking the clients’ financial and personal situation in consideration in order to create a financial plan, and managing their plan as well as relationship with your clients.

The clients’ needs our Financial Advisers always have to consider are:

Tax

Health Planning

Risk Cover - Disability; death or dread disease

Educational

Retirement

Investment Planning

Build your own business… Inputs = Outputs. Effort = Reward. Join the Liberty Life brand and reputation - one of South Africa's leading financial service providers. We are looking for new Financial Planners. Earn a rewarding commission based income together with decent residual income flows & grow your client's wealth & investments over time. Look no further for financial freedom and flexibility.

Synopsis:

This is an opportunity to work for yourself and manage your own business.
No capital needed…
Invest time, effort and energy in yourself.
Extensive training, on-boarding and development is provided.
Deal with clients daily and develop long term client relationships.
Within the role as a Financial Planner, you will be responsible for networking and building long term client relationships; conducting a comprehensive financial needs analyses; providing financial advice and presenting appropriate solutions to meet their specific needs and financial goals.

You need to have the ability to build a professional and sustainable business and service clients in a way that is conducive to sustainable long term relationships.

The outcome is offering clients – both individual and corporate – access to sound financial planning, and the reward of assisting people achieve their financial goals, over the short and long term, through planning, advice and continued consulting.

Extensive training and on-going mentoring and development is provided – ensuring for you, sustainable success and long term residual income.
We offer our clients a complete financial services offering and products/services range from lump sum investments, off-shore investments, recurring monthly investments, life insurance, disability and dread disease cover, income protection, estate planning, business insurance, tax planning, wills, medical aid and short term insurance, etc.


Source: Careers24


Area:

  • Other Jobs / Other Jobs - Crafts

Requirements