Sales Consultant – All Training Provided
Vacancy Details
Employer: EQ-FIN
Sales Consultant
Sales Consultant: We are one of Liberty’s largest and highest-producing National Distribution partners, with a huge national footprint. At EQ-FIN, we take pleasure in providing a unique value proposition to Liberty Wealth Advisers, the Leadership Team, and employees. We are a purpose-driven company that seeks to safeguard everyone’s future hopes, aspirations, and plans for themselves and their loved ones.
EQ-FIN aspires to be the “best of breed” learnership sales consultant through its EQ-FIN Academy. Your success is our success, and we are dedicated to helping you realize your greatest potential.
Job Details
Job Type | Permanent |
Salary | Market-Related |
Sector | Insurance | Sales | Investment |
Reference | EQ-fin Gauteng January 2025 |
Location | Gauteng |
Closing Date | 27 December 2024 |
OUR VALUE PROPOSITION
Reduce administration
Continuous professional development, including gaining credentials from recognized universities up to NQF level 8
Bursaries through our Educational Trust
Great working environment and culture
A well-organized, customized training program to guarantee your success
Bespoke Leadership Development programme
Performance-Based Rewards: Your efforts are directly rewarded. Your compensation increases with each sale you make.
Possibility of Growth: This is a career opportunity rather than merely a job. You will have the opportunity to advance as you improve your sales abilities and surpass goals.
Supportive Team Environment: While you may be working independently, you’re never alone. Our staff is here to assist you at every stage, offering mentorship, resources, and training to ensure your success. We are committed to creating a cooperative culture where everyone benefits from one another’s success.
Duties & Responsibilities
- Assess the financial needs of individuals or institutional clients and assist them in reaching their financial objectives, including investment selection.
- Additionally, assist with insurance decision-making and explain tax rules pertinent to certain assets.
- To acquire new clients, this position necessitates prospecting and networking.
- Set up appointments and meet with clients
- Analyse clients financial situation (e.g. income, expenses and liabilities)
- Examine and suggest financial needs and opportunities (e.g. insurance, investments and retirement products)
- Adapt financial strategies to your clients’ evolving requirements.
- Offer and market appropriate financial services and products.
Candidate Requirements
If you can respond “YES” to the following basic questions, then you should contact us. We like celebrating with the people in our company who have realized their own hopes and objectives, not only for themselves but also for everyone they have impacted along the way. This might be the key to a new life.
Can you think outside the box?
Are you quite entrepreneurial?
Do you have a passion for people?
Would others say you are service-orientated?
Do you have high energy levels?
Enjoy learning and ready to commit to studying?
Minimum Requirements
- Matric Certificate (Degree desireable)
- Field sales experience and advantage
- Own car and valid drivers licence (non-negotiable)
- Clear credit record
- No criminal record
About EQ-FIN Company
In the South African financial services sector, Liberty Life and Stanlib are represented by EQ-FIN, an outsourced assurance management firm.
Our mission motivates us to deliver even more and guarantees our service, even as we market Liberty life insurance and risk products, retirement planning solutions, short and long-term savings products, medical assistance, and corporate perks.
Our goal is to become the world’s biggest tied independent insurance distribution organization and the top choice for clients, financial advisers, and Liberty Life in the South African financial services industry.
Our goal is to hire 500 personal advisors for Liberty Life, which will guarantee that at least 3,000 individuals are fed every day. As a result, they can work or get education. We think that a healthy South Africa is a result of employment creation.
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