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Financial Planner - Full Training will be Provided

Cape Town
Salary: Market Related
Commission: 100%
Job Type: Permanent
Sectors: Accounting Banking Insurance
Benefits: Corporate Benefits
Reference: 2244117
Employment Equity Position

Apply before Mar 09 2025 | 60 Days left

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Vacancy Details

Employer: EQ-FIN

Financial Planners - Full Training will be Provided

Are you looking to start a new career in 2025!

This is a full-time hybrid role for a Financial Planner at EQ-FIN located in Bryanston, Cape Town and Durban with flexibility for remote work. The Financial 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: 1 to 2 years
Insurance Sales: 1 to 2 years
Call Center Support: 1 to 2 years

Candidate Requirements

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

1 - 2 Years Working Experience in Sales or Call Centre

Impeccable work ethics

Effective Marketing and Networking Skills

Valid driver’s license

Own reliable vehicle

Clear ITC and criminal records

Laptop

Cell phone

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7 people have applied for this job. 136 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.