EQ-FIN Ongoing Available Job Opportunity- Apply Now!

EQ-FIN is an outsourced assurance management company which represents Liberty Life and Stanlib in the South African financial services industry. While we distribute Liberty life insurance and risk products, retirement planning solutions, short and long-term savings products, medical aids and corporate benefits, it is our vision that drives to provide even more, and assures you of our service. We are determined to be the first choice for clients, financial advisors and Liberty Life in the South African financial services sector, and to become the largest, tied independent insurance distribution company in the world. We aim to contract 500 individual advisors to Liberty Life, this in turn ensures that at least 3000 people are being fed daily. They are therefore able to work or be educated. It is our belief that job creation creates a healthy South Africa.

 

 

 

 

Job Title: Wealth Planner – full training provided from day 1
Location: Gauteng
Salary: Market Related
Bonus: Yes
Job Type: Permanent
Sectors: Retail, Security, Sales
Benefits: Bonus Training Parking
Reference: RetailSalesSecurity

 

Vacancy Details

In the midst of challenging times in South Africa, Liberty offers you an opportunity to reshape your career and embrace new possibilities. We believe that now is the time to pause, reflect, and focus on personal and professional growth. Your journey with Liberty begins and ends with family. We value individuals who believe in themselves and are determined to achieve success in their lives. Do you doubt that you have what it takes to succeed? Think again. This is your chance to turn your aspirations into reality.

As a Wealth Planner or Financial Advisor with Liberty, you’ll have the opportunity to:

• Build a professional business practice within Liberty’s esteemed framework.
• Receive guidance and support from experienced business mentors.
• Make a positive impact on the lives of individuals, families, and businesses in your community.

 

Duties and Responsibilities 

• Work with individuals and business owners to assess their financial needs and help them achieve financial goals.
• To have the ability to network and prospect for new clients.
• Set up appointments and meet with clients to establish their specific needs
• Analyse clients financial situation (e.g. income, expenses and liabilities)
• Create personalized financial plans for clients derived from detailed analysis of their current income, expenses, insurance coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan and review financial plans regularly.
• Educate clients in areas such as budgeting, credit and debt management, insurance, saving and investing, education planning and retirement planning.
• Customize financial solutions according to clients changing needs.

 

Required Skills

• Driven By The Challenge Of A Sales Environment And Writing Business
• A High Flying Entrepreneur
• Strong Networking, Communication And Social

 

Candidate Requirements

Minimum Qualifications

• Grade 12-Matric
• A degree within any financial field
• Min 3 years working experience

 

Requirements

• SA ID
• Clear credit and no criminal record
• Reliable car (non-negotiable)
• Laptop is essential
• Unlimited internet connection preferable unlimited WIFI
• Driven by the challenge of a sales environment and writing business
• Strong networking, communication and social skills are essential
• A high flying entrepreneur who is ready for the next step in their career with unlimited potential
• You are willing to commit to a self-development learning path

 

To Apply

Click here!

Application Deadline: April 03 2024