The ideal candidate will deliver personalized solutions to help clients work toward their long-term financial goals. Have a passion for people, be entrepreneurial, have high energy levels.
- Financial planning with regards to Wealth Creation & Wealth Protection
- Give professional advice to clients
- Build a profitable practice
- Building a strong network
- Prepare financial plans
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.
What we offer:
In order for you to get your practice up and running we offer full accreditation working toward a NQF 5 level in Financial Planning, as well as paying for your RE accreditation.
Further we assist in your NQF level 6 & 7 and to work towards a Certified Financial Planner (CFP).
Excellent commission structure.
We offer Admin Support, in terms of loading new business and servicing of clients, so that you have more time sitting in front of clients.
Our first two years is directive, informative and structured to teach you the right habits to become successful. We provide ongoing training through our Academy to better your skills, knowledge and confidence to become more competitive, independent and empowered.
Our well established Experienced Sale Management team wants to partner with you, in guiding, coaching and mentoring you to help you to get a fast start to your business.
Our environment offers growth and development for our Financial Adviser and we have a bespoke leadership academy where we offer training on skill set as well as product training.
If you have a passion to help people, want to work autonomously; want to be in charge of your own diary and future growth this opportunity is for you.