Make a career change with Liberty

Western Cape
Salary: Market Related
Job Type: Permanent
Sectors: Insurance Investment Sales
Reference: CPT EQ-Fin Jan 2026

Apply before Mar 10 2026 | 58 Days left

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Vacancy Details

Employer: EQ-FIN

We are one of Liberty's largest and top producing National Distibution partners with a large national footprint. At EQ-FIN we pride ourselves on offering a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation driven by a purpose: we want to secure the future dreams, aspirations and plans everyone has for themselves and their loved ones.

EQ-FIN AIMS TO BE THE "BEST OF BREED" LEARNING ORGANISATION THROUGH THE EQ-FIN ACADEMY..Your success is our success, and we're committed to helping you reach your full potential

OUR VALUE PROPOSITION

Reduce administration

On-going professional learning including qualifications upto NQF level 8 through accredited institutions

Bursaries through our Educational Trust

Great working environment and culture

Structured bespoke training programme to ensure your success

Bespoke Leadership Development programme

Performance-Based Rewards: Your efforts are directly rewarded. Each sale you make adds to your paycheck

Opportunity for Growth: This isn't just a job—it's a career opportunity. As you hone your sales skills and exceed targets, you'll have the chance to climb the ranks

Supportive Team Environment: While you may be working independently, you're never alone. Our team is here to support you every step of the way, providing training, resources, and mentorship to help you succeed. We believe in fostering a collaborative culture where everyone thrives together.

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

If you can answer “YES” to the following simple questions, then you need to talk to us. 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. This could be your key to a new life.

Can you think outside the box?

Are you quite entrepreneurial?

Do you have a passion for people?

Would others say you are service-orientated?

Do you have high energy levels?

Enjoy learning and ready to commit to studying?

Minimum Requirements

Matric Certificate (Degree desireable)

Field sales experience and advantage

Own car and valid drivers licence (non-negotiable)

Clear credit record

No criminal record

Liberty Group Limited is an authorised Financial Services Provider (FAIS No 2409) and is a member of the Standard Bank Group.

*** Should you not hear from us within 2 weeks. Please consider your applications as unsuccessful

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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.