- Join Eq-Fin As A Financial Advisor – Shape Your Future, Empower Others -

Eq-Fin; Durban; On-site; ZAR 300,000 - 400,000; Full time

Job summary

Join EQ-FIN in a rewarding role as a financial advisor where you will build and manage client portfolios. You will provide tailored financial planning, insurance advice, and develop strong client relationships while benefiting from comprehensive training and flexible working conditions. Ideal candidates are ambitious self-starters with strong communication skills willing to pursue necessary certifications.

Benefits

Comprehensive training and mentorship

Performance-based incentives and growth opportunities

Administrative, marketing, and compliance support

Flexible working environment

Qualifications

• Must have own vehicle and valid driver’s license.
• Strong interpersonal and communication skills.
• Ambitious self-starters passionate about financial freedom.

Responsibilities

• Build and manage a portfolio of clients with tailored financial planning.
• Provide guidance on insurance, retirement, estate and risk planning.
• Develop long-term client relationships based on trust and transparency.

Skills

Interpersonal skills

Communication skills

Education

Relevant financial qualifications or willingness to pursue certifications

Job description

What You’ll Do

• Build and manage a portfolio of clients, offering tailored financial planning and investment strategies
• Provide guidance on insurance, retirement, estate, and risk planning
• Develop long-term client relationships based on trust, transparency, and exceptional service
• Continuously upgrade your skills through our training and development programs

What We Offer

• Access to world-class products and support from Liberty
• Comprehensive training, mentorship, and tools to launch your business
• Administrative, marketing, and compliance support
• Performance-based incentives, recognition, and growth opportunities
• Flexible working environment with no ceiling on earning potential

What We’re Looking For

• Ambitious self-starters with a passion for helping others achieve financial freedom
• Strong interpersonal and communication skills
• Relevant qualification or willingness to pursue necessary certifications (RE5, Class of Business, etc.)
• Sales or finance background is advantageous but not essential
• Must have own vehicle and valid driver’s license
• Clear credit and criminal records