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: Financial Advisor / Wealth Planner
Location: Cape Town
Salary: Market Related
Job Type: Permanent
Sectors: Insurance | Investment | Finance
Benefits: Group Life Cover, Dread Disease Cover, Provident Fund, Income Plus Plan, Temporary Income Protection
Reference: Inexp FA / Wealth Planner (Cape Town)

 

Vacancy Details

 

Consider a career as an EQ-FIN Financial Advisor / Wealth Planner

EQ-FIN is on an entrepreneurial quest evolving through excellence that drives quality, and securing wealth by connecting people with life solutions for financial freedom.  We know the importance of making sure we work hard at focussing on the values that will drive our business towards the levels of excellence we cherish.  We are driven by a purpose: we want to secure the future dreams, aspirations and career plans you have for yourself.  Our Vision is defined as excellence in all we do, 100% of the time.  We are countrywide and opportunities exist in our Johannesburg, Pretoria, Mid Vaal, Durban and Cape Town business centres.

 

If you can answer “YES” to the following simple questions, then we want to talk to you.

• Can you think outside the box?
• Are you frustrated due to a mid-career crisis?
• Do you often think about working for yourself?
• 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?
• Are you experienced and have a wealth of knowledge in the long-term insurance field, including the marketing and sales of risk and investment products?
• Do you have a wide network / market of qualified potential clients?
• Do you have a good, solid track record in the industry?

 

Our Value proposition to all our Advisors includes the following:

• Access to trained and skilled administration staff
• Ability to study and develop yourself further through our Educational Trust and the Academy
• Numerous incentive and rewards programs
• Group benefits
• Potential for future leadership roles and/or franchise opportunities
• Great working environment
• Great people
• A number of added perks and benefits

 

Duties and Responsibilities:

• Networking and prospecting in order to secure new clients
• Set up appointments and meet with clients to establish their specific needs
• Building long-term, lasting and strong relationships with your clients
• Also explain tax laws relevant to certain investments and help with insurance decision
• 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 solutions according to clients changing needs

 

Required Skills

• Business Development: 2 to 3 years
• Financial Planning: 2 to 3 years
• New Business Development: 2 to 3 years
• Sales: 2 to 3 years
• Consulting: 2 to 3 years
• Investment Planning: 2 to 3 years
• Financial Advisory: 2 to 3 years
• Wealth Planning: 2 to 3 years
• Client Service Management
• Client Services Liaison
• Investment Advisory: 5 to 6 years
• Investment Advisory Services: 2 to 3 years
• Client Care
• Financial Advisory And Planning: 2 to 3 years
• Wealth Advisory: 2 to 3 years

 

Candidate Requirements

• Minimum of a Matric
• Minimum 2 years’ work experience (How you think is more important to us than what you have been thinking about for the last few years), OR
• A degree within any financial field is an advantage
• You are a high flying entrepreneur who driven by the challenge of a sales environment and writing business
• You are willing to commit to a self-development learning path
• You own a Car and hold a valid Drivers Licence (non negotiable)
• You have clear credit and criminal records
• You have a wide network / market of qualified potential clients
• Strong client relationship building skills.

 

To Apply

Click Here!

Application Deadline: Febuary 19 2024