In light of where we are in our beautiful country, there’s no doubt that South Africa is facing hard and challenging times, as it affects all aspects of our life, businesses and community. There has never been a better opportunity for us to pause, reflect, work on improving ourselves and seeing what opportunities exist for a new career.
The uncertainty created by Government is far-reaching, and 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 and showing them how to leave a legacy for their families, a Wealth Planner is a fantastic career choice for you.
Your journey with Liberty will start and end with family. Liberty believes in people who believe in themselves and who have a strong desire to make a success of their lives.
If building your own professional and profitable business practice appeals to you, then you need to talk to us.
Do you have what it takes?
·Build a profitable business practice within Liberty's business with the guidance of business mentors.
·No start-up capital is required.
·Professional training is provided by Liberty from day one for the 1st month in order to equip you in starting your business.
·Receive leading industry training from the EQ-Fin academy mentorship program.
·Providing an ongoing support structure to help you build your career and to ensure sustainable success.
·Field specialists are there to support you with Legal & Compliance; Investment & Risk; Wills & Trusts; Medical, Corporate etc.
·We recognise, reward and celebrate excellence.
·Excellent unlimited earning potential.
·Deal with clients daily.
·COVID has shown that planning is needed to get us through these times. Your main role is to financially plan people’s 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.
·Provide clients with valid options for leaving a financially secure legacy by offering the appropriate financial solutions based on their needs.
Excellent Interpersonal And Verbal Skills: 1 to 2 years
Networking And Socializing
Min 3 years working experience
Clear credit and criminal
Laptop is essential
Ability to work remotely from home
Unlimited internet connection preferable unlimited WIFI
Strong networking, communication and social skills
Professional attire and presentation skills
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
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.