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Wealth Planner - Training will be Provided

  • Pretoria
  • Salary: Market Related
  • Commission: 100%
  • Job Type: Permanent
  • Sectors: Banking Insurance Finance
  • Benefits: Training Parking Corporate Benefits
  • Reference: 2314524
  • Employment Equity Position

Apply before Jan 13 2026 | 29 Days left

Apply

Vacancy Details

Employer: EQ-FIN

    EQ-Fin is looking for individuals with leadership qualities who thrive on personal and professional growth and wish to build their own practice within our organization.

    We pride ourselves in professionally training, mentoring, coaching, and developing professional financial advisors of the highest calibre, who will make a difference in society and in doing so not only build wealth for themselves but for their valued clients as well.

    Liberty Group has opened the opportunity to individuals without industry experience. Every successful candidate joining Liberty Group, will be fully trained and developed.

    • Provide direct assistance in providing knowledge and skills and in setting financial wellness and related goals through face-to-face interactions.
    • Educate clients in areas such as budgeting, credit and debt management, insurance, saving and investing, education planning and retirement planning.
    • Provide face-to-face advice effectively to motivate clients' financial wellness.
    • 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.
    • Provide appropriate financial solutions based on clients' financial plans.
    • Maintain security and confidentiality of company, and client data.
    • Build sustainable long-term relationships with clients, by assisting them in achieving their financial goals.
    • Handle client complaints and resolve problems.

     

     

     

     

     

     


Required Skills

  • Sales: 1 to 2 years
  • Call Center: 1 to 2 years
  • Consulting Skills: 1 to 2 years

Candidate Requirements

    • Minimum of Matric qualification
    • SA Citizen
    • Own Vehicle
    • Driver’s License
    • Laptop
    • Smart Phone
    • Clear Criminal and Credit Record
    • Business/Entrepreneur minded
    • Strong Network/Networking Skills

Apply

20 people have applied for this job. 572 people have viewed this job.

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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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© Careers24. All rights reserved.

About Careers24.com

  • Careers24 is a leading South African job portal that assists jobseekers from all sectors and experience levels to find and apply for vacancies from hundreds of South Africa’s leading companies. With over a million visitors a month, we are one of the most popular destinations to find employment online in South Africa.

    Our mission is to become the destination where every candidate can find an ideal job and where every company can find the perfect candidate. We are a proud member of the Media24 family and part of the Naspers group of companies.

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