- Bedfordview
- Salary: Market Related
- Bonus: Yes
- Job Type: Permanent
- Sectors: Insurance Investment Finance
- Benefits: Group Life Cover, Dread Disease Cover, Provident Fund, Income Plus Plan, Temporary Income Protection
- Reference: Professional Wealth Advisory Specialist (Bedfordvi
Vacancy Details
Employer: EQ-FIN
Consider a career as an EQ-FIN Professional Wealth Advisory Specialist
At EQ-FIN we are on an ongoing entrepreneurial quest evolving through excellence that drives quality, and securing wealth by connecting people with life solutions for financial freedom. We are an affiliate of Liberty Group. We are driven by a purpose: we want to secure the future dreams, aspirations and career plans you have for yourself.
We love celebrating with the people in our business who have realised their own dreams and aspirations not only for themselves but also for all the people they have touched along the way.
Our Value proposition to all our Specialists includes the following:
§ Access to trained and skilled administration staff in our Biz Hub
§ Ability to study and develop yourself further through our Education Trust and the Academy where full and ongoing training is provided
§ Numerous incentive and rewards programs
§ Group benefits
§ Future mentorship agreements with Executive / Senior Planners who are experts in their field
§ Great, friendly and supportive working environment
§ Earn your remuneration from nine different income streams
§ Modern and fit for purpose, free office space at a convenient location
§ The freedom to write your own cheque with unlimited earning potential
§ A dynamic team and professional environment
Duties & Responsibilities:
§ Networking and prospecting in order to secure new clients
§ Set up appointments and meet with clients to establish their specific needs
§ Building long-term, lasting and strong relationships with your clients
§ Also explain tax laws relevant to certain investments and help with insurance decision
§ Analyse clients financial situation (e.g. income, expenses and liabilities)
§ Examine and suggest financial needs and opportunities (e.g. insurance, investments and retirement products)
§ Customize financial solutions according to clients changing needs
Required Skills
- Business Development: 2 to 3 years
- Financial Planning: 2 to 3 years
- New Business Development: 2 to 3 years
- Sales: 2 to 3 years
- Consulting: 2 to 3 years
- Investment Planning: 2 to 3 years
- Financial Advisory: 2 to 3 years
- Wealth Planning: 2 to 3 years
- Client Service Management: 2 to 3 years
- Client Services Liaison: 2 to 3 years
- Investment Advisory: 2 to 3 years
- Investment Advisory Services: 2 to 3 years
- Client Care: 2 to 3 years
- Financial Advisory And Planning: 2 to 3 years
- Wealth Advisory: 2 to 3 years
Candidate Requirements
Minimum Requirements:
§ Minimum Matric
§ Minimum 2 - 5 years’ work experience OR
§ A degree within any financial field
§ You are a high flying entrepreneur who driven by the challenge of a sales environment and writing business
§ You are willing to commit to a self-development learning path
§ You own a Car and hold a valid Drivers Licence (non negotiable)
§ You have clear credit and criminal records
§ Strong client relationship building skills
This could be the next exciting step in your career and life so make the change now!
If this is where your passion lies please contact me on lara.mugnaioni@liblink.co.za for further discussion.
1 person has applied for this job. 315 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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