Professional Financial Sales Specialist

Eq-Fin Bryanston; Durban; On-site; ZAR 250,000 - 450,000; Full time

Job summary

Join a dynamic team as a Financial Sales Specialist, where your entrepreneurial spirit can thrive! This role offers the chance to connect people with financial solutions, helping them achieve their dreams and aspirations. With access to training, mentorship, and a supportive environment, you will have the tools to succeed. You will network and build strong relationships with clients, analyzing their financial needs and providing tailored solutions. Enjoy the freedom of unlimited earning potential and a modern workspace. If you are driven by challenges and ready to make a difference, this opportunity is perfect for you!

Benefits

Access to trained administration staff

Ongoing training through Education Trust

Incentive and rewards programs

Mentorship agreements with experts

Supportive working environment

Free office space

Unlimited earning potential

Qualifications

• Minimum 2-5 years' experience or a degree in finance.
• Strong skills in client relationship building and networking.

Responsibilities

• Secure new clients through networking and prospecting.
• Analyze clients' financial situations and customize solutions.
• Build long-term relationships with clients.

Skills

Client Relationship Building

Networking

Financial Analysis

Sales Skills

Self-Development Commitment

Education

Degree in Finance or related field

2-5 years work experience

Job description

Introduction

Consider a career as an EQ-FIN Professional Financial Sales Specialist (Business Centres in Johannesburg, Pretoria, Durban and Cape Town). At EQ-FIN, we are on an ongoing entrepreneurial quest evolving through excellence that drives quality, and securing wealth by connecting people with life solutions for financial freedom.

We are an affiliate of Liberty Group.

We are driven by a purpose: we want to secure the future dreams, aspirations, and career plans you have for yourself. 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.

Our Value proposition to all our Specialists includes the following:

1. Access to trained and skilled administration staff in our Biz Hub
2. Ability to study and develop yourself further through our Education Trust and the Academy where full and ongoing training is provided
3. Numerous incentive and rewards programs
4. Future mentorship agreements with Executive / Senior Planners who are experts in their field
5. Great, friendly and supportive working environment
6. Earn your remuneration from nine different income streams
7. Modern and fit for purpose, free office space at a convenient location
8. The freedom to write your own cheque with unlimited earning potential
9. A dynamic team and professional environment

Duties & Responsibilities:

1. Networking and prospecting in order to secure new clients
2. Set up appointments and meet with clients to establish their specific needs
3. Building long-term, lasting and strong relationships with your clients
4. Explain tax laws relevant to certain investments and help with insurance decisions
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 solutions according to clients' changing needs

Desired Experience & Qualification:

1. Minimum 2 - 5 years' work experience OR a degree within any financial field
2. You are a high-flying entrepreneur driven by the challenge of a sales environment and writing business
3. You are willing to commit to a self-development learning path
4. You own a car and hold a valid driver's license (non-negotiable)
5. You have clear credit and criminal records
6. Strong client relationship building skills

Interested? This could be the next exciting step in your career and life, so make the change now!