Financial Success Strategist
3 days ago
About EQ-FIN
We're a dynamic organization dedicated to empowering individuals and businesses to achieve financial freedom.
Job Summary
As a Financial Success Strategist at EQ-FIN, you will play a pivotal role in helping clients build, protect, and transition their finances and wealth. This involves developing personalized financial plans that cater to their specific lifestyles and financial needs.
Responsibilities
- Work directly with clients as their financial wellness coach, guiding them to improve their lives by educating and empowering them to reach their financial goals.
- Construct comprehensive financial plans that aim to achieve the financial objectives of clients according to their unique situations.
- Meet with clients to form a financial outlook, including expenses, income, insurance coverage, objectives, tax status, risk tolerance, or other elements to build a financial plan.
- Implement the necessary steps for creating and accumulating wealth, ensuring a high-quality client experience during every interaction.
- Seek out new clients and develop clientele through referrals and networking to find new customers and generate lists of prospective clients.
Requirements
- Candidate should have a clear credit record and no criminal record.
- Owning transport and a valid driver's license is essential.
- A laptop and good/internet connection are required for remote work.
- Covid vaccination is mandatory.
- The ideal candidate should possess a Grade 12 (Matric) qualification and a degree/BCom.
- Minimum 3 years of working experience is advantageous.
- Strong work ethic, emotional intelligence, and proficiency in computer skills are must-haves.
- Ability to think outside the box and be solutions-oriented is crucial.
Salary
An estimated salary of $70,000 - $90,000 per annum, based on industry standards and location.
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