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EQ-FIN

5 months ago

Financial Advisers – Opportunities in Durban, KZN

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Company information

Company
EQ-FIN
Location
South Africa, KwaZulu-Natal, eThekwini South Africa
Posted
5 months ago
View all jobs at EQ-FIN

Job description

Join EQ-FIN as a Financial Adviser Shape Your Future, Empower Others Opportunities in Durban, KZN Company Description EQ-FIN is an outsourced assurance management company representing Liberty Group Ltd and STANLIB in the South African financial services industry. The company distributes a range of products including insurance, retirement planning solutions, savings products, and corporate benefits. We aim to be the first choice for clients and financial advisers in South Africa and aspire to be the leading provider of outsourced assurance management services in the country. As a Financial Adviser with EQ-FIN, you will have the opportunity to shape your future, empower others, and make a meaningful impact on the lives of our clients. Key Responsibilities: • Provide expert advice and guidance to clients on financial planning and retirement solutions; • Conduct needs analysis and develop personalized financial plans for clients; • Build strong relationships with clients and maintain a high level of customer satisfaction; • Stay up-to-date with industry developments, regulatory changes, and product offerings; • Collaborate with internal stakeholders to ensure seamless delivery of services; • Meet sales targets and contribute to the growth of the business. Requirements: • Bachelor's degree in Finance, Accounting, or related field; • 2-3 years' experience in financial planning, wealth management, or a related field; • Strong understanding of retirement planning, investment products, and insurance solutions; • Excellent communication, interpersonal, and problem-solving skills; • Ability to work independently and as part of a team; • Proficiency in MS Office applications. Benefits: • Competitive remuneration package; • Ongoing training and development opportunities; • Collaborative and dynamic work environment; • Recognition and rewards for outstanding performance; • Opportunities for career growth and advancement. If you are passionate about shaping the financial futures of others, we want to hear from you! Apply now to join our team as a Financial Adviser.

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