Professional Financial Sales Specialist

Eq-Fin Bryanston; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company in Durban is looking for a Financial Sales Specialist to secure new clients and build lasting relationships. The role requires 2-5 years of experience or a degree in financial fields. A valid driver's license and a vehicle are necessary. This position offers extensive training and multiple income streams in a supportive environment.

Benefits

Ongoing training and development

Incentive and rewards programs

Free office space

Qualifications

• Minimum 2-5 years' work experience or a degree in any financial field.
• Strong client relationship building skills.
• Valid driver's license and own a car are required.

Responsibilities

• Networking and prospecting new clients.
• Set up appointments with clients.
• Analyze clients' financial situations.

Skills

Client relationship building

Networking

Sales skills

Education

Degree in financial field

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

Duties & Responsibilities

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

Qualifications & Experience

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

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