We are one of  Liberty's largest and top producing National Distibution partners with a large national footprint.  At EQ-FIN we pride ourselves on offering a bespoke value proposition to Liberty Financial Advisors, Leadership Team and Employees.  We are an organisation driven by a purpose: we want to secure the future dreams, aspirations and plans everyone has for themselves and their loved ones.  

EQ-FIN AIMS TO BE THE "BEST OF BREED" LEARNING ORGANISATION THROUGH THE EQ-FIN ACADEMY..Your success is our success, and we're committed to helping you reach your full potential

OUR VALUE PROPOSITION

Reduce administration

On-going professional learning including qualifications upto NQF level 8 through accredited institutions

Bursaries through our Educational Trust

Great working environment and culture

Structured bespoke training programme to ensure your success

Bespoke Leadership Development programme

Performance-Based Rewards: Your efforts are directly rewarded. Each sale you make adds to your paycheck

Opportunity for Growth: This isn't just a job—it's a career opportunity. As you hone your sales skills and exceed targets, you'll have the chance to climb the ranks

Supportive Team Environment: While you may be working independently, you're never alone. Our team is here to support you every step of the way, providing training, resources, and mentorship to help you succeed. We believe in fostering a collaborative culture where everyone thrives together.

JOB DESCRIPTION

Work with individuals or institutional clients to assess their financial needs and help them achieve financial goals, such as choosing investments

Also explain tax laws relevant to certain investments and help with insurance decision

This role requires networking and prospecting in order to secure new clients.

Set up appointments and meet with clients 

Analyse clients financial situation (e.g. income, expenses and liabilities)

Examine and suggest financial needs and opportunities (e.g. insurance, investments and retirement products)

Customize financial plans according to clients changing needs

Present and sell suitable financial products and services