Make a career Change with Liberty

Vacancy Details

Employer: EQ-FIN

Make a career Change with Liberty

Make a career Change with Liberty: With a significant nationwide presence, we are among Liberty’s biggest and most productive National Distribution partners. At EQ-FIN, we take great satisfaction in providing Liberty Wealth Advisors, the Leadership Team, and the Employees with a customized value proposition. We are a company with a mission: to safeguard everyone’s plans, goals, and desires for the future, both for themselves and their loved ones.

Job Details

Through the EQ-FIN Academy, EQ-FIN aspires to be the “best of breed” educational institution. We are dedicated to assisting you in realizing your greatest potential since your success is our success.

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. Each sale you make increases your salary.

• Opportunity for Advancement: This is not simply a job; it is a career opportunity. As you refine your sales talents and achieve milestones, you’ll have the opportunity to rise the ranks.

• Supportive Team Environment: While you may be working independently, you’re never alone. Our staff is available for you every step of the way, offering training, tools, and coaching to help you succeed. We believe in creating a collaborative culture in which everyone can prosper together.

Duties & Responsibilities

• Work with individuals or institutional customers to analyse their financial requirements and assist them reach financial goals, such as investing.

• Also, clarify tax rules applicable to specific investments and assist with insurance decisions.

• This profession necessitates networking and prospecting in order to acquire new clients.

• 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)

• Customize financial strategies based on clients’ changing requirements.

• Offer and market acceptable financial goods and services.

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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