Job Description

Consider a career as an EQ-FIN Financial Advisor / Wealth Planner (Commission based)

EQ-FIN is on an entrepreneurial quest evolving through excellence that drives quality, and securing wealth by connecting people with life solutions for financial freedom. We know the importance of making sure we work hard at focussing on the values that will drive our business towards the levels of excellence we cherish. We are driven by a purpose: we want to secure the future dreams, aspirations and career plans you have for yourself. Our Vision is defined as excellence in all we do, 100% of the time. We are countrywide and opportunities exist in our Johannesburg, Pretoria, Mid Vaal, Durban and Cape Town business centres.

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.

If you can answer YES to the following simple questions, then we want to talk to you.

• Can you think outside the box?
• Are you frustrated due to a mid-career crisis?
• Do you often think about working for yourself?
• Are you quite entrepreneurial?
• Do you have a passion for people?
• Would others say you are service-orientated?
• Do you have high energy levels?
• Are you ready to commit to studying?
• Are you experienced and have a wealth of knowledge in the long-term insurance field, including the marketing and sales of risk and investment products?
• Do you have a wide network / market of qualified potential clients?
• Do you have a good, solid track record in the industry?

Our Value proposition to all our Advisors includes the following:

• Access to trained and skilled administration staff
• Ability to study and develop yourself further through our Educational Trust and the Academy
• Numerous incentive and rewards programs
• Group benefits
• Potential for future leadership roles and/or franchise opportunities
• Great working environment
• Great people
• A number of added perks and benefits available only to experienced advisers / planners

Duties and 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
• Also explain tax laws relevant to certain investments and help with insurance decision
• 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

• Minimum of a Matric
• Minimum 5 years work experience (How you think is more important to us than what you have been thinking about for the last few years), OR
• A degree within any financial field
• A CFP qualification is a definite advantage
• You are a high flying entrepreneur who 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 Drivers Licence (non negotiable)
• You have clear credit and criminal records
• A wide network / market of qualified potential clients?
• Strong client relationship building skills

Careers24