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EQ-FIN Current Available Job Opportunity- Apply Now!

Posted on :

21 Nov, 2023

Category :

Finance Jobs in South Africa, Insurance, Sales Jobs in South Africa

We are one of  Liberty’s top producing franchises with a large national footprint.  At EQ-FIN we pride ourselves on offering a bespoke value proposition to Liberty Financial Advisors, Leadership Team and Employees.  We are an organisation driven by a purpose: we want to secure the future dreams, aspirations and plans everyone has for themselves and their loved ones. We pride ourselves on offering a unique value proposition to Liberty Financial Advisors, Leadership Team and Employees and inspire to be the best learning organisation in the industry

 

 

 

 

Job Title: Financial Advisor – (Full training and accrediation provided)
Location: Pretoria
Salary: Market Related
Job Type: Permanent
Sectors: Insurance | Sales | Finance
Reference: EQ-fin FA Gauteng 2024
Vacancy Details

 

OUR VALUE PROPOSITION

There is a unique leads generation business process that secures pre-qualified appointments with potential clients for qualified and contracted Financial Advisors.

  • Reduce administration
  • On-going professional learning (upto NQF level 8)
  • Educational Bursaries through our Educational Trust
  • Great working environment and culture
  • Bespoke training programme
  • Career growth

 

JOB DESCRIPTION

  • Work with individuals or institutional clients to assess their financial needs and help them achieve financial goals, such as choosing investments
  • Also explain tax laws relevant to certain investments and help with insurance decision
  • This role requires networking and prospecting in order to secure new clients.
  • Set up appointments and meet with clients in person or via an online meeting platform
  • Analyse clients financial situation (e.g. income, expenses and liabilities)
  • Examine and suggest financial needs and opportunities (e.g. insurance, investments and retirement products)
  • Customize financial plans according to clients changing needs
  • Present and sell suitable financial products and services

 

Canditate Requirements

 

  • Can you think outside the box?
  • Are you quite entrepreneurial?
  • Do you have a passion for people?
  • Would others say you are service-orientated?
  • Do you have high energy levels?
  • Are you ready to commit to studying?

 

Minimum Requirements

  • Matric Certificate (Degree desireable)
  • Own car and valid drivers licence
  • Clear credit record
  • No criminal record

 

To Apply

Click Here!

Application Deadline: January 22 2024


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