- KwaZulu-Natal
- Salary: Market Related
- Job Type: Permanent
- Sectors: Insurance Finance Consulting
- Benefits: Medical Aid Pension Training Parking Maternity Leave To be discussed at the initial interview
- Reference: 1911345
Vacancy Details
Employer: EQ-FIN
ARE YOU:
Self-motivated, driven, and ready for a new challenge?
Ready to work hard for meaningful rewards?
Interested in helping people?
DO YOU:
Have an entrepreneurial spirit?
Lack career progression in your current role?
Want to have a career that you’re proud of?
Get the qualifications and skills you need for a career in financial advice. Pursue a fulfilling career with meaningful impact. Good financial advice leaves people much better prepared for life events, big or small.
As a trusted Planner, you will:
· Work directly with clients as their financial wellness coach, helping them improve their lives by educating and empowering them to reach their financial goals.
· Provide holistic financial solutions to clients
· Provide sound, comprehensive financial advice, and guidance to clients
· Develop a plan that integrates a comprehensive evaluation of a client’s current financial situation and provides targeted recommendations to meet their short- and long-term goals
· Construct personalised financial plans that aim to achieve the financial goals of clients according to their specific lifestyles and financial needs
· Help clients build a better future and achieve financial clarity
· Cultivate, build and maintain strong client relationships
Benefits
Enjoy uncapped earning potential
YOU are in control of your earning potential
Recognition based on production levels
Access to Liberty Product Specialists
A bespoke EQ-FIN Academy programme that includes a combination of structured classroom training, one-on-ones, on the job training, self-study, and mentoring
Be trained by proficient professionals committed to helping you succeed and establish a successful and professional practice
Qualifications
Grade 12 (Matric)
Degree / BCOM Advantageous
Minimum 3 years working experience
Skills and Competencies
Analytical thinker
Strong business acumen
Proficient numeracy skills
Strong work ethic
Excellent networking and communication skills
Service-oriented and customer-centric
Good presentation skills
Good organisational and time management skills
Ability to network, prospect, and build relationships
Be proficient on a computer
Strong Emotional Intelligence to thrive in a highly challenging and fast-paced environment
Solutions orientated, a problem solver and you think outside the box
If you’re looking to take on a new role and challenge or get your foot on the career ladder, then please apply online. We would love to meet you.
Candidate Requirements
Clear Credit record
No Criminal record
Own transport and valid driver’s license
Own laptop
Resources to be able to work remotely when required
Unlimited Internet Connection
Covid Vaccination
58 people have applied for this job. 3144 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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