Financial Advisor

We are one of  Liberty''s top producing franchises with a large national footprint.  At EQ-FIN we pride ourselves on offering a bespoke value proposition to Liberty Financial Advisors, Leadership Team and Employees.  We are an organisation driven by a purpose: we want to secure the future dreams, aspirations and plans everyone has for themselves and their loved ones.

We pride ourselves on offering a unique value proposition to Liberty Financial Advisors, Leadership Team and Employees and inspire to be the best learning organisation in the industry

Our Academy was set up in February 2020, as EQ-Fin, an affiliate of Liberty Life, to redesign, restructure and re-imagine and have become the NDP of choice for new Advisors entering the industry

Our Value proposition to all our Advisors includes the following

 - Access to trained and skilled adminstration staff

- Ability to study and develop yourself further through our Educational Trust

- Numerous incentive and rewards programs

- Group benefits 

- Future mentorship agreements with Executive / Senior Advisors

- Great working environment

JOB DESCRIPTION

Work with individuals or institutional clients to assess their financial needs and help them achieve financial goals, such as choosing investments

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

This role requires networking and prospecting in order to secure new clients.

Set up appointments and meet with clients in person or via an online meeting platform

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 plans according to clients changing needs

Present and sell suitable financial products and services

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?

Are you ready to commit to studying?

Minimum Requirements

Matric Certificate (Degree desireable)

Own car and valid drivers licence (non negotiable)

Clear credit record

No criminal record