In light of our extended period of lockdown, there are no doubts that South Africa is facing a hard and challenging time. It has begun to affect all aspects of our life, businesses and community. There has never been a better time for us to pause, reflect and working on to improve ourselves and see what opportunities there are for a new career.
The uncertainty of what has sparked from Government is far-reaching, therefore, it is critically important to ensure that families financial wellbeing remain secure. If you’re up for the challenge of helping people achieve their financial goals, a Wealth Planner is a fantastic career for you.
Do you have what it takes?
If this is you then you need to talk to us.
What can you expect?
This is a great opportunity to work for yourself and manage your own business with the guidance of mentorship
No capital start-up is needed.
Professional training provided via Zoom is offered by Liberty from day one for the 1st month to enable you to be equiped to start your business.
World class training in an EQ-Fin academy type environment using Virtual Training Platform mostly via Zoom classes is provided
A structured, mentored training process is ongoing to ensure sustainable success and long term residual income.
Field specialists are there to support you with Legal & Compliance; Investment & Risk; Wills & Trusts; Medical, Corporate etc…
Working hours are structured around your time.
We recognise, reward and celebrate excellence.
What will you do?
Deal with clients daily.
COVID has show that planning is needed to get us through these times. That is what you will be doing - planning! To financially plan peoples lives depending on what life events happen.
To have the ability to develop long term client relationships.
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.
Educate clients in areas such as budgeting, credit and debt management, insurance, saving and investing, education planning and retirement planning.
Show clients how to leave a legacy for themsevles and their family by providing appropriate financial solutions based on clients' financial plans.
excellent interpersonal and verbal skills : 1 to 2 years
Networking and socializing
South African ID
Matric - A degree is preferable
Valid driver's license
A South African ID document
Clear credit rating
No criminal record
Own Laptop and unlimited WiFi to enable remote work
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.