- Gauteng
- Salary: Market Related
- Job Type: Permanent
- Sectors: Insurance Sales Consulting
- Reference: RM04/12/23
Vacancy Details
Employer: EQ-FIN
- Analyze clients’ financial statuses (e.g. income, expenses and liabilities)
- Examine and suggest financial opportunities (e.g. insurance plans, investments)
- Develop sound plans and budgets for clients
- Customize financial plans according to clients’ changing needs
- Help clients implement their plans and carry out transactions
- Present and sell suitable financial products and services
- Find and approach prospective clients
- Build strong relationships to retain existing clients
- Maintain updated knowledge of regulations, practices and financial products
We are looking for aspiring Financial Planners to join our team. We provide ongoing support, development and training.
You will be your clients’ trusted advisor in areas including risk management, investments, cash flow, savings and debt management.
You should have an affinity for people, be an effective communicator, meticulous and customer-oriented- if this describes you, we’d like to meet you.
Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.
Responsibilities
Candidate Requirements
Requirements and skills
- Proficiency in MS Office
- Attention to detail and strong numeracy skills
- Strong ethics, with a customer-oriented attitude
- Outstanding communication skills, with the ability to foster long-term relationships
- Experience in sales or customer service is an asset
- Ability to understand and analyze financial information and comply with regulations
17 people have applied for this job. 1329 people have viewed this job.
About EQ-FIN
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.
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