Vacancy Details
Employer: EQ-FIN
Are you passionate about helping people secure their financial future? Do you thrive in a client-focused environment where your skills and expertise make a real difference? Join Liberty as a Wealth Planner and be part of a team that empowers individuals and families to achieve their financial goals. Your journey with Liberty begins and ends with family.
In this role, set your sights high, to dream big, and to relentlessly pursue excellence in everything you do. Embrace the opportunities that lie ahead, embrace the challenges, and let your passion for helping others drive you forward.
What We Offer:
Comprehensive Training & Development: We provide extensive training and ongoing support to help you build your career and grow your expertise.
Supportive Environment: Access to cutting-edge tools, marketing resources, and a network of experienced professionals to help you succeed.
Key Responsibilities:
- Provide personalized financial advice to clients, guiding them through their investment, insurance, and retirement planning options and more.
- Build and maintain strong, long-term client relationships through excellent communication and regular follow-ups.
- Conduct financial needs analyses to understand clients' unique goals and develop tailored solutions.
- Stay informed about market trends, product knowledge, and regulatory requirements.
This is more than just a job – it’s an opportunity to build a rewarding career that makes a positive impact on people's lives. If you are ready to take on the challenge, apply now and become part of a respected name in the financial services industry.
Join us and become a part of a team dedicated to helping others thrive.
Required Skills
- Driven By The Challenge Of A Sales Environment And Writing Business
- A High Flying Entrepreneur
- Strong Networking, Communication And Social
Candidate Requirements
Minimum Qualifications
- Grade 12-Matric
- A degree within any financial field
- Min 3 years working experience
Requirements
- SA ID
- Clear credit and no criminal record
- Reliable car (non-negotiable)
- Laptop is essential
- Unlimited internet connection preferable unlimited WIFI
- Driven by the challenge of a sales environment and writing business
- Strong networking, communication and social skills are essential
- A high flying entrepreneur who is ready for the next step in their career with unlimited potential
- You are willing to commit to a self-development learning path
3 people have applied for this job. 122 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
Wealth Planner - full training provided from day 1
- Gauteng
- Job Type: Permanent
- Posted 13 Nov 2024 | 8 Days left
Wealth Planner - full training provided from day 1
- Gauteng
- Job Type: Permanent
- Posted 07 Nov 2024 | 2 Days left
Wealth Planner - full training provided from day 1
- Gauteng
- Job Type: Permanent
- Posted 08 Nov 2024 | 3 Days left
More Jobs at EQ-FIN
Wealth Planner - full training provided from day 1
- Gauteng
- Job Type: Permanent
- Posted 13 Nov 2024 | 8 Days left
Financial Advisory Specialists - Pretoria
- Pretoria
- Job Type: Permanent
- Posted 11 Nov 2024 | 59 Days left
Financial Advisory Specialists - Johannesburg
- Johannesburg
- Job Type: Permanent
- Posted 11 Nov 2024 | 59 Days left
Financial Advisory Specialists - Durban
- Durban
- Job Type: Permanent
- Posted 11 Nov 2024 | 59 Days left