Upcoming Professional Wealth Adviser - EQ-FIN, Rosebank

  • Rosebank
  • Salary: Market Related
  • Job Type: Permanent
  • Posted by EQ-FIN on Wednesday, January 22, 2020
  • Reference: 1646544
  • Apply before Sunday, March 22, 2020 - 35 Days left

Vacancy Details

Employer: EQ-FIN

Are you a young professional , dynamic Go-getter?

Do you enjoy helping people and making a difference in other people's lives?

Do you want to join a reputable company?

Do you have good work ethic and have excellent communication skills? 

Then we have an opportunity for you! 

We offer full an opportunity that provides you with full training on becoming a professional Wealth Adviser. This qualification involves achieving a National Wealth Management Certificate in Financial Planning. We fully subsidise your Regulatory exams, and have Professional Business Specialists available  for support and mentorship, support in seeing clients with you, making sure you adhere to all regulations of the industry.

The requirement for the successful applicant involves that you have worked in the insurance industry before, short or long term, that you are excellent with persuading people to your point of view, and that you have build up a client base or that you have a large network of people that you can approach.


Required Skills

  • sales : 2 to 3 years
  • insurance : 2 to 3 years

Candidate Requirements

No-negotiables are :

Own car imperative, 

have at least 3 years consecutive working experience, 

Have a clear credit record,

Have a clear criminal record, 

Have good verbal and numerical reasoning skills

Apply before Sunday, March 22, 2020 - 35 Days left Companies may expire jobs at their own discretion. If you have not received a response within two weeks, your application was most likely unsuccessful.
12 people have applied for this job. 46 people have viewed this job.

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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.