Job Description

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 Wealth 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 potentialOUR VALUE PROPOSITIONReduce administrationOn-going professional learning including qualifications upto NQF level 8 through accredited institutionsBursaries through our Educational TrustGreat working environment and cultureStructured bespoke training programme to ensure your successBespoke Leadership Development programmePerformance-Based Rewards: Your efforts are directly rewarded. Each sale you make adds to your paycheckOpportunity for Growth: This isn't just a jobit's a career opportunity. As you hone your sales skills and exceed targets, you'll have the chance to climb the ranksSupportive 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.Duties & ResponsibilitiesWork with individuals or institutional clients to assess their financial needs and help them achieve financial goals, such as choosing investmentsAlso explain tax laws relevant to certain investments and help with insurance decisionThis role requires networking and prospecting in order to secure new clients.Set up appointments and meet with clientsAnalyse 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 needsPresent and sell suitable financial products and servicesIf you can answer YES to the following simple questions, then you need to talk to us. We love celebrating with the people in our business who have realised their own dreams and aspirations not only for themselves but also for all the people they have touched along the way. This could be your key to a new life.Can you think outside the box?Are you quite entrepreneurial?Do you have a passion for people?Would others say you are service-orientated?Do you have high energy levels?Enjoy learning and ready to commit to studying?Minimum RequirementsMatric Certificate (Degree desireable)Field sales experience and advantageOwn car and valid drivers licence (non-negotiable)Clear credit recordNo criminal record

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