Wealth Solutionist - Pretoria
Job details
*Consider a career as an EQ-FIN Wealth Solutionist *
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. We have a number of Business Centres throughout South Africa.
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.
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 and People
- Earn from nine different income streams
- Free Office space
- 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 2 years work experience 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
- Exceptional client relationship building skills
If this is where your passion sits please contact me lara.mugnaioni@liblink.co.za for a confidential career discussion.
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