At EnvestPro (Liberty Group Enterprise of the Year 2013 and 2011) we are looking to grow our team of Financial Planners. We are looking for someone who has a hunger for success and a passion for making a difference. A background in the insurance industry is not a pre-requisite, as you will be given all the necessary training.
The role consists of the following:
-Dealing with clients daily and developing long term relationships.
-Conducting a comprehensive financial needs analyses.
-Providing financial advice and presenting appropriate solutions to meet their specific needs and financial goals.
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
The minimum requirements include:
Relevant tertiary qualification
Valid driver’s license