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  • Wealth Solutions Expert - KwaZulu-Natal - Findojobs South Africa

    Findojobs South Africa
    Findojobs South Africa KwaZulu-Natal

    1 month ago

    Default job background
    Description

    Wealth Solutions Expert

    Join EQ-FIN, an affiliate of Liberty Group, on our entrepreneurial quest for excellence in connecting people with life solutions for financial freedom.

    We offer a fulfilling career as a Wealth Solutions Expert, securing the future dreams and aspirations of our clients and team members alike.

    Our Value Proposition:

    1. Access to trained administration staff in our Biz Hubs
    2. Ongoing professional development opportunities, funded by our Education Fund
    3. Incentive and rewards programs
    4. Group benefits
    5. Mentorship agreements with Business Specialists
    6. A supportive working environment
    7. Unlimited earning potential
    8. Nine income streams
    9. Free office space at convenient locations
    10. A dynamic team environment

    About the Role

    As an accredited Wealth Solutions Expert, you will provide proactive financial service and advice to clients within a specific market, helping them structure their wealth and secure their financial future.

    Duties & Responsibilities:

    1. BUILD STRONG CLIENT RELATIONSHIPS THROUGH SUPERIOR SERVICE DELIVERY
    2. OFFER PROFESSIONAL FINANCIAL ADVICE AND SOLUTIONS

    Requirements

    • MINIMUM MATRIC
    • MINIMUM 2-5 YEARS WORK EXPERIENCE OR DEGREE IN A FINANCIAL FIELD
    • ENTREPRENEURIAL SPIRIT AND SALES ENVIRONMENT DRIVE
    • SUCCESSFUL SELF-DEVELOPMENT LEARNING PATH COMMITMENT
    • OWN CAR AND VALID DRIVER'S LICENSE (ESSENTIAL)
    • CLEAR CREDIT AND CRIMINAL RECORDS
    • CLIENT RELATIONSHIP BUILDING SKILLS

    This role involves formal in-house training through our Academy, completion of Regulatory exams, and accreditation with the Financial Services authority. Continuous professional development is also required for CPD points.

    Salary: R350,000 - R550,000 per annum (dependent on experience)


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