Professional Financial Sales Specialist

Eq-Fin Bryanston; Johannesburg; On-site; ZAR 200 000 - 500 000; Full time

Job summary

An established industry player is seeking passionate individuals to join as Financial Sales Specialists. This role offers the opportunity to connect clients with life-changing financial solutions while enjoying a supportive and dynamic work environment. You will be responsible for networking, building strong client relationships, and analyzing financial needs to provide tailored solutions. With access to extensive training, mentorship, and multiple income streams, this position promises unlimited earning potential and personal growth. If you are driven by entrepreneurship and eager to make a difference in people's financial lives, this could be your next exciting career move.

Benefits

Access to trained administration staff

Ongoing training and development

Incentive and rewards programs

Mentorship agreements with experts

Free office space

Unlimited earning potential

Qualifications

• Minimum 2-5 years' experience or a degree in a financial field required.
• Strong skills in client relationship building and sales are essential.

Responsibilities

• Networking and prospecting to secure new clients.
• Customizing financial solutions based on client needs.
• Building long-term relationships with clients.

Skills

Client Relationship Building

Sales Skills

Financial Analysis

Networking

Education

Degree in Financial 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!