Financial Sales Advisor Full Time

Company Description

Envestpro, established in 1998, is a leading financial advisory firm dedicated to empowering talented professionals to build successful financial planning practices. With offices across South Africa, including Johannesburg, Pretoria, Durban, Gqeberha, and Cape Town, Envestpro serves over 38,000 clients and manages assets exceeding 12 billion rands. The company provides comprehensive financial services and prioritizes a client-centric approach. Recognized for excellence, Envestpro has received several prestigious awards, including Liberty Group’s Nation Distribution Partner (NDP) Status and multiple Operation of the Year accolades. Envestpro is committed to continuous advisor development, combining industry-leading training with proven wealth creation strategies.

Role Description

This is a full-time, onsite and remote role based in Durban for a Financial Advisor. The Financial Advisor will be responsible for providing personalized financial planning and advisory services, helping clients achieve their financial goals. Day-to-day tasks include developing tailored financial plans, offering investment advice, managing retirement planning, and maintaining long-term client relationships. The role also includes analyzing financial data to propose suitable products and strategies.

Qualifications

Strong expertise in Financial Planning, Retirement Planning, and Investments
Experience and knowledge in Finance and Financial Advisory practices
Excellent interpersonal and communication skills
Proven ability to build lasting professional relationships with clients
Relevant certifications or licenses in financial planning or advisory services (e.g., CFP) are advantageous
Analytical skills and the ability to recommend tailored financial strategies