Financial Planner - EQ.Fin, Sandton

  • Sandton
  • Salary: R20 000.00 - R40 000.00 Per Month (Negotiable)
  • Benefits: Medical Aid, Pension, Training, Parking, Maternity Leave, Education Trust, Unit Trust
  • Commission: Yes
  • Job Type: Permanent
  • Posted by EQ.Fin on Monday, June 1, 2020
  • Reference: NZP2204
  • Apply before Friday, July 31, 2020 - 56 Days left

Vacancy Details

Employer: EQ.Fin

Our Value Proposition:

Up to 7 different income streams from services rendered to clients.

Professional and Efficient office support.

In-house Training, Support and Development

Ongoing training and mentorship.

Access to Liberty Product Specialists

Fully paid office expenses.

We are a dynamic company that provides you with all the support through our boutique type environment.

We allow you to focus on your productivity whilst we handle all your admin headaches

We will help build your business/career by providing you with qualified and relevant leads

Our in-house training facilities will ensure you are at the cutting edge of product innovation and knowledge

A highly entrepreneurial environment allows you to build your business for yourself

We pride ourselves to keep you relevant by providing industry analysis on the latest trends and changes in the industry

We are responsive to international trends to give you the edge in the market

Our exclusive rates on investment business gives you the edge in the market for both local and offshore investments

Become a business partner, do it for yourself and answer only to yourself.

Become your own boss and choose your destiny

Stay ahead of the game by attending exclusive seminars and conferences with industry leaders and game changers

Our ultra-competitive commission structures ensures tenacious, proactive and hungry advisors are well rewarded

Our beautifully designed and professional environment is ideal to bring your clients

Don’t stagnate become a game changer

 

Responsibilities:

Provide direct assistance in providing knowledge and skills and in setting financial wellness and related goals through face-to-face interactions.

Educate clients in areas such as budgeting, credit and debt management, insurance, saving and investing, education planning and retirement planning.

Provide face-to-face advice effectively to motivate clients' financial wellness.

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.

Provide appropriate financial solutions based on clients' financial plans.

Maintain security and confidentiality of company, and client data.

Build sustainable long term relationships with clients, by assisting them in achieving their financial goals.

Handle client complaints and resolve problems.

 

Products and services:

Tax

Health Planning

Estate Planning/Wills

Risk Cover - Disability; death or dread disease

Educational

Retirement

Investment Planning

 

Synopsis:

This is an opportunity to work for yourself and manage your own business.

No capital needed

Invest time, effort and energy in yourself.

Extensive training, on-boarding and development is provided.

Deal with clients daily and develop long term client relationships.

Within the role as a Financial Planner, you will be responsible for networking and building long term client relationships; conducting a comprehensive financial needs analyses; providing financial advice and presenting appropriate solutions to meet their specific needs and financial goals.

 

You need to have the ability to build a professional and sustainable business and service clients in a way that is conducive to sustainable long term relationships.

The outcome is offering clients both individual and corporate access to sound financial planning, and the reward of assisting people achieve their financial goals, over the short and long term, through planning, advice and continued consulting.

Extensive training and on-going mentoring and development is provided ensuring for you, sustainable success and long term residual income. We offer our clients a complete financial services offering and products/services range from lump sum investments, off-shore investments, recurring monthly investments, life insurance, disability and dread disease cover, income protection, estate planning, business insurance, tax planning, wills, medical aid and short term insurance, etc.

 

 

 


Candidate Requirements

·         Minimum qualification : Grade 12 (matric)/BCOM Advantageous

·         Clear Credit and Criminal check

·         Own Reliable Car

·         Own Laptop

·         Strong Networking and Social Skills.

·         Professional attire and presentation skills

·         Your strong business acumen and organizational skills

·         Your values and ethics are driven by your sense of integrity and honesty

·         Strong Emotional Intelligence to thrive in a highly challenging and fast paced environment

 

This position reports to: Regional Business Specialist Apply before Friday, July 31, 2020 - 56 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.
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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.