Wealth Planner - Full Training Provided (January Starters 2025)

Westville
Salary: Market Related
Commission: 100%
Job Type: Permanent
Sectors: Insurance Investment Sales
Benefits: Corporate Benefits
Reference: 2227843
Employment Equity Position

Apply before Dec 23 2024 | 27 Days left

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Vacancy Details

Employer: EQ-FIN

EQ-FIN is an affiliate representing Liberty Group Ltd and STANLIB in the South African financial services industry. We distribute various financial products such as insurance, retirement planning solutions, savings products, medical aids, and corporate benefits. Our vision is to be the first choice for clients and financial advisers in the South African financial services sector.

Role Description

This is a full-time hybrid role for a Wealth Planner at EQ-FIN located in Bryanston, Cape Town and Durban with flexibility for remote work. The Wealth Planner will be responsible for financial planning, investment management, investments, finance, and insurance. Day-to-day tasks include developing financial plans, managing investments, and providing insurance solutions to clients.

Our commission-based role offers unlimited earning potential, flexibility, and autonomy in managing your schedule, ongoing support and training opportunities, and access to cutting-edge tools and resources.

Required Skills

Sales Rep: 1 to 2 years
Insurance Sales: 1 to 2 years
Call Center Consultant: 1 to 2 years

Candidate Requirements

Grade 12 and National Diploma (Candidates with a relevant Degree will be given preference)

Impeccable work ethics

Ability to work autonomously experience.

Effective Marketing and Networking Skills

Valid driver’s license

Own reliable vehicle

Clear ITC and criminal records

Laptop

Cell phone

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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.