EQ-FIN
1 week ago
Sales Consultant - Training provided
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Company information
- Company
- EQ-FIN
- Location
- South Africa, Western Cape South Africa
- Posted
- 1 week ago
Job description
Introduction
EQ-FIN is more than a financial advisory firm it's a launchpad for ambitious individuals looking to build a career with purpose. In partnership with Liberty, we equip our consultants with industry-leading training, mentorship, and the opportunity to create lasting impact in clients lives. Here, your success is driven by your effort, supported every step of the way.
We believe in unlocking potential offering industry-leading training, ongoing mentorship, and the opportunity to create real impact in peoples lives through sound financial guidance.
Duties & Responsibilities
- Develop and maintain strong, long-term relationships with clients
- Identify client financial needs and provide appropriate solutions aligned to their goals
- Generate new business opportunities through networking, referrals, and prospecting
- Build and manage your own client portfolio
- Conduct financial reviews and provide ongoing client support
- Achieve and exceed agreed sales and performance targets
- Maintain accurate records of client interactions and sales activities
- Ensure compliance with industry regulations and company standards
- Participate in ongoing training, mentorship, and professional development
- Represent EQ-FIN and Liberty in a professional and ethical manner
- Grade 12 / Matric (essential)
- Relevant tertiary qualification in Finance, Business, Marketing, or related field (advantageous)
- Previous sales or client-facing experience (advantageous but not essential)
- Strong communication, negotiation, and interpersonal skills
- Proven ability to build and maintain relationships
- Self-motivated with a strong entrepreneurial mindset
- Target-driven with a passion for achieving results
- High level of professionalism, integrity, and accountability
- Willingness to learn and complete ongoing training and development programmes
- Basic computer literacy (MS Office and digital tools)
- Clear credit and criminal record (as per industry requirements)
- Own reliable transport and valid drivers licence (non negotiable)
Required skills
- marketing
- interpersonal skills
- matric
- negotiation skills
- performance targets
- training
- relationship building
- sales targets
- ms office
- transport
- compliance
- mentorship
- communication skills
- finance
- financial advisory
- business development
- self-motivated
- prospecting
- sales consultant
- professional development
- professionalism
- ethics
- business
- grade 12
- sales experience
- referrals
- driver's licence
- client relationships
- networking
- integrity
- entrepreneurial mindset
- digital tools
- record keeping
- accountability
- computer literacy
- tertiary qualification
- target-driven
- criminal record
- client-facing experience
- industry regulations
- client portfolio management
- financial needs
- credit record
- financial reviews
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