Vacancy Details

Employer: EQ-FIN

In light of where we are in our beautiful country, there’s no doubt that South Africa is facing hard and challenging times, as it affects all aspects of our life, businesses and community. There has never been a better opportunity for us to pause, reflect, work on improving ourselves and seeing what opportunities exist for a new career.

The uncertainty created by Government is far-reaching, and therefore, it is critically important to ensure that families’ financial wellbeing remain secure. If you’re up for the challenge of helping people achieve their financial goals and showing them how to leave a legacy for their families, a Wealth Planner is a fantastic career choice for you.

Your journey with Liberty will start and end with family. Liberty believes in people who believe in themselves and who have a strong desire to make a success of their lives.

Is it a rediculous idea that you have what it takes?

Build a profitable business practice within Liberty’s business with the guidance of business mentors.

• No start-up capital is required.
• Excellent unlimited earning potential.
• In your 1st month you will receive industry leading training from Liberty.
• Ability to study and develop yourself further through our Education Trust and the Academy (full and ongoing training is provided). 
• Providing an ongoing support structure to help you build your career and to ensure sustainable success through our mentorship program.
• Field specialists are there to support you with Legal & Compliance; Investment & Risk; Wills & Trusts; Medical, Corporate etc.
• Numerous incentive and rewards programs.
• Group benefits.
• Future mentorship agreements with Executive / Senior Planners.
• Great working environment.

Duties and Responsibilities 

• Work with individuals and business owners to assess their financial needs and help them achieve financial goals.
• To have the ability to network and prospect for new clients.
• Set up appointments and meet with clients to establish their specific needs
• Analyse clients financial situation (e.g. income, expenses and liabilities)
• Create personalized financial plans for clients derived from detailed analysis of their current income, expenses, insurance coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan and review financial plans regularly.
• Educate clients in areas such as budgeting, credit and debt management, insurance, saving and investing, education planning and retirement planning. 
• Customize financial solutions according to clients changing needs.

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Required Skills

• Strong Networking, Communication And Social Skills
• Driven By The Challenge Of A Sales Environment And Writing Business
• A High Flying Entrepreneur

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Candidate Requirements

Minimum Qualifications

• Grade 12-Matric
• A degree within any financial field
• Min 3 years working experience

Requirements

• SA ID
• Clear credit and no criminal record
• Reliable car (non-negotiable)
• Laptop is essential
• Unlimited internet connection preferable unlimited WIFI
• Driven by the challenge of a sales environment and writing business
• Strong networking, communication and social skills are essential
• A high flying entrepreneur who is ready for the next step in their career with unlimited potential
• You are willing to commit to a self-development learning path