- KwaZulu-Natal
- Salary: Market Related
- Commission: Commission only
- Job Type: Permanent
- Sectors: Insurance Finance Consulting
- Reference: 1984374
Vacancy Details
Employer: EQ-FIN
Help clients plan for their short, medium- and long-term financial goals
Meet with clients to understand their financial needs and objectives, risk tolerance, income, and asset profiles to assist them in choosing the ideal investment options.
Develop financial plans to maximize profitability or reduce debt and research investment opportunities for clients
Provide clients with sound financial guidance and make critical recommendations to help them decide how to best utilize their money
Provide financial advice to clients on retirement planning, investing, and protecting against risk
Assess options around retirement planning to enable clients to choose the best retirement plans.
Track the client's life events to understand their needs better and advise them on available financial / investment options.
Candidate Requirements
- Exceptional communication skills
- Patience and skill to assess the client's overall financial picture, truly understand their needs, and then develop a tailor-made financial plan
- Ability to see the big picture
- Desire to continue to learn constantly, keeping up on new industry trends and researching the market to back up financial consulting decisions
- Self-motivation and willingness to network and generate leads
- Commitment to cultivating a client base and build win-win relationships
20 people have applied for this job. 2554 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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