- Westville
- Salary: Market Related
- Commission: 100%
- Job Type: Permanent
- Sectors: Insurance Investment Sales
- Benefits: Corporate Benefits
- Reference: 2227843
- Employment Equity Position
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
5 people have applied for this job. 265 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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