- KwaZulu-Natal
- Salary: Market Related
- Job Type: Permanent
- Sectors: Insurance Investment Sales
- Reference: EQ-Fin December 2025
Vacancy Details
Employer: EQ-FIN
Are you ready to take control of your future?
Join one of Liberty’s top-performing franchises — EQ-Fin — and start a rewarding new career as a Financial Advisor.
Whether you're looking to switch careers, find more purpose in your work, or take charge of your income potential, this is your opportunity to build a successful business within a trusted and established financial services group.
🔹 What We Offer:
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Comprehensive training, mentorship, and development from industry experts
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The backing of Liberty’s leading systems, support, and reputation
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Flexible working hours and independence
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Growth potential — your income reflects your effort and ambition
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Access to cutting-edge financial planning tools and client management systems
- Opportunity to study further and gain accrediation in the financial services industry
Duties & Responsibilities
Work with individuals or institutional clients to assess their financial needs and help them achieve financial goals, such as choosing investments
Also explain tax laws relevant to certain investments and help with insurance decision
This role requires networking and prospecting in order to secure new clients.
Set up appointments and meet with clients
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 plans according to clients changing needs
Present and sell suitable financial products and services
Candidate Requirements
🔹 What We’re Looking For:
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Driven, goal-oriented individuals seeking a meaningful career change
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Excellent communication and relationship-building skills
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Entrepreneurial mindset and a passion for helping others
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South African citizenship
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Matric (Grade 12) required; tertiary qualification advantageous
- Must have own transport and valid drivers licence
- Transferable skills
- Clear credit and criminal record
🚀 Ready to Redefine Your Future?
If you’re serious about making a change and building a fulfilling career with Liberty | EQ-Fin,
apply today and take the first step toward becoming a professional Financial Advisor.
📩 Apply now and let’s help you start your success story.
1 person has applied for this job. 91 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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