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🌟 Make a Career Change with Liberty

  • KwaZulu-Natal
  • Salary: Market Related
  • Job Type: Permanent
  • Sectors: Insurance Investment Sales
  • Reference: EQ-Fin December 2025

Apply before Feb 01 2026 | 59 Days left

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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:

 

  • Comprehensive training, mentorship, and development from industry experts

  • The backing of Liberty’s leading systems, support, and reputation

  • Flexible working hours and independence 

  • Growth potential — your income reflects your effort and ambition

  • 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:

  • Driven, goal-oriented individuals seeking a meaningful career change

  • Excellent communication and relationship-building skills

  • Entrepreneurial mindset and a passion for helping others

  • South African citizenship

  • 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.

 


Apply

1 person has applied for this job. 91 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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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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