- Western Cape
- Salary: Market Related
- Job Type: Permanent
- Sectors: Banking Insurance Investment
- Reference: EQ-fin April 2026
Vacancy Details
Employer: EQ-FIN
Introduction
EQ-FIN is more than a financial advisory firm — it's a launchpad for ambitious individuals looking to build a career with purpose. In partnership with Liberty, we equip our consultants with industry-leading training, mentorship, and the opportunity to create lasting impact in clients’ lives. Here, your success is driven by your effort, supported every step of the way.
We believe in unlocking potential — offering industry-leading training, ongoing mentorship, and the opportunity to create real impact in people’s lives through sound financial guidance.
- Develop and maintain strong, long-term relationships with clients
- Identify client financial needs and provide appropriate solutions aligned to their goals
- Generate new business opportunities through networking, referrals, and prospecting
- Build and manage your own client portfolio
- Conduct financial reviews and provide ongoing client support
- Achieve and exceed agreed sales and performance targets
- Maintain accurate records of client interactions and sales activities
- Ensure compliance with industry regulations and company standards
- Participate in ongoing training, mentorship, and professional development
- Represent EQ-FIN and Liberty in a professional and ethical manner
Candidate Requirements
- Grade 12 / Matric (essential)
- Relevant tertiary qualification in Finance, Business, Marketing, or related field (advantageous)
- Previous sales or client-facing experience (advantageous but not essential)
- Strong communication, negotiation, and interpersonal skills
- Proven ability to build and maintain relationships
- Self-motivated with a strong entrepreneurial mindset
- Target-driven with a passion for achieving results
- High level of professionalism, integrity, and accountability
- Willingness to learn and complete ongoing training and development programmes
- Basic computer literacy (MS Office and digital tools)
- Clear credit and criminal record (as per industry requirements)
- Own reliable transport and valid drivers licence (non negotiable)
68 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.
Similar Jobs
Looking for Growth? Join Liberty as a Sales Consultant (Training + Ongoing Support)
- Bedfordview
- Job Type: Permanent
- Posted 15 Apr 2026 | 60 Days left
Looking for Growth? Join Liberty as a Sales Consultant (Training + Ongoing Support)
- Vaal
- Job Type: Permanent
- Posted 15 Apr 2026 | 60 Days left
Looking for Growth? Join Liberty as a Sales Consultant (Training + Ongoing Support)
- KwaZulu-Natal
- Job Type: Permanent
- Posted 15 Apr 2026 | 60 Days left
Looking for Growth? Join Liberty as a Sales Consultant (Training + Ongoing Support)
- Gauteng
- Job Type: Permanent
- Posted 15 Apr 2026 | 60 Days left
More Jobs at EQ-FIN
Looking for Growth? Join Liberty as a Sales Consultant (Training + Ongoing Support)
- KwaZulu-Natal
- Job Type: Permanent
- Posted 15 Apr 2026 | 60 Days left
Looking for Growth? Join Liberty as a Sales Consultant (Training + Ongoing Support)
- Gauteng
- Job Type: Permanent
- Posted 15 Apr 2026 | 60 Days left
Looking for Growth? Join Liberty as a Sales Consultant (Training + Ongoing Support)
- Bedfordview
- Job Type: Permanent
- Posted 15 Apr 2026 | 60 Days left
Looking for Growth? Join Liberty as a Sales Consultant (Training + Ongoing Support)
- Vaal
- Job Type: Permanent
- Posted 15 Apr 2026 | 60 Days left