- Gauteng
- Salary: Market Related
- Job Type: Permanent
- Sectors: Insurance Finance Consulting
- Benefits: To be discussed at the initial interview
- Reference: 1855194M
- Employment Equity Position
Vacancy Details
Employer: EQ-FIN
Are you looking for a career change or a new career opportunity to grow your own business?
Are you an ambitious, self-motivated, highly energetic and determined entrepreneur with a passion for people and want to help people achieve their dreams by ensuring that they have the financial means to pursue them?
Then YOU may be just the person we are looking for.
Join a team of successful advisors within our organisation and receive leading industry training, mentorship program and an ongoing support structure to help you build your career and grow your portfolio.
Your Role
Develop a roadmap to help clients build, protect, and transition their finances and wealth by looking at all areas of their financial life including retirement, tax, legacy, and business planning.
Work directly with clients as their financial wellness coach, helping them improve their lives by educating and empowering them to reach their financial goals.
Provide sound, comprehensive financial advice and guidance and help clients make sense of their financial lives in actionable ways, ensuring a high-quality client experience during every interaction
Construct personalised financial plans that aims to achieve the financial goals of clients according to their specific lifestyles and financial needs
Meet with clients to form a financial outlook including expenses, income, insurance coverage, objectives, tax status, risk tolerance, or other elements to build a financial plan; and implement the necessary steps for creating and accumulating wealth
Obtain new clients and be innovative in crafting solutions to improve their financial situation and ensure that goals are met, whilst fostering long-lasting relationships.
Seek out new clients and develop clientele through referrals and by networking to find new customers and generate lists of prospective clients.
Build and manage your professional practice.
Candidate Requirements
Clear Credit record
No Criminal record
Own transport and valid driver’s license
Own laptop
Resources to be able to work remotely when required
Good / Unlimited Internet Connection
Covid Vaccination mandatory
Qualifications
Grade 12 (Matric)
Degree / BCOM Advantageous
Minimum 3 years working experience
Competencies
Strong work ethic
Must be comfortable to work with new technologies, and be proficient on a computer
Strong Emotional Intelligence to thrive in a highly challenging and fast paced environment
You are a go-getter who can take the initiative and doesn’t need their hand held
You are a self-starter, with high energy levels and passionate about making a difference
Solutions orientated and a problem solver and you think outside the box
319 people have applied for this job. 14400 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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