Make A Career Change With Liberty

Eqfin; Johannesburg; On-site; ZAR 150 000 - 350 000; Full time

Job summary

An established industry player is seeking driven individuals to join their dynamic team in a rewarding sales role. This position offers the chance to work closely with clients, helping them navigate their financial futures through personalized advice and tailored financial products. You will benefit from ongoing professional learning and a supportive team environment that fosters growth and collaboration. If you are passionate about helping others and eager to develop your sales skills, this opportunity could be your pathway to a fulfilling career. Join a company that prioritizes your success and offers a structured training program to ensure you reach your full potential.

Benefits

Ongoing professional learning

Bursaries through Educational Trust

Great working environment

Structured training program

Performance-based rewards

Qualifications

• Field sales experience is an advantage.
• Own car and valid driver's license are non-negotiable.

Responsibilities

• Assess financial needs and help clients achieve their goals.
• Explain relevant tax laws and assist with investment decisions.
• Network and prospect to secure new clients.

Skills

Sales Skills

Networking

Financial Analysis

Customer Service

Education

NQF Level 8 Qualification

Job description

We are one of Liberty's largest and top producing National Distribution 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 potential.

OUR VALUE PROPOSITION

Reduce administration

1. On-going professional learning including qualifications up to NQF level 8 through accredited institutions
2. Bursaries through our Educational Trust
3. Great working environment and culture
4. Structured bespoke training programme to ensure your success

Bespoke Leadership Development programme

1. Performance-Based Rewards: Your efforts are directly rewarded. Each sale you make adds to your paycheck.
2. 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.
3. 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.

Duties & Responsibilities

1. Work with individuals or institutional clients to assess their financial needs and help them achieve financial goals, such as choosing investments.
2. Explain tax laws relevant to certain investments and help with insurance decisions.
3. This role requires networking and prospecting in order to secure new clients.
4. Set up appointments and meet with clients.
5. Analyse clients' financial situation (e.g. income, expenses and liabilities).
6. Examine and suggest financial needs and opportunities (e.g. insurance, investments and retirement products).
7. Customize financial plans according to clients' changing needs.

Present and sell suitable financial products and services

If 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.

1. Can you think outside the box?
2. Do you have a passion for people?
3. Would others say you are service-orientated?
4. Do you have high energy levels?
5. Enjoy learning and ready to commit to studying?

Field sales experience is an advantage.

Own car and valid driver's licence (non-negotiable).