Financial Services Career Advancement Opportunities
5 hours ago
Wealth Solutions Experts at EQ-FIN play a pivotal role in securing the future dreams, aspirations, and career plans of clients. Our entrepreneurial quest for excellence drives quality and connects people with life solutions for financial freedom.
Job SummaryAs an accredited Wealth Solutions Expert, you will provide pro-active, on-demand financial services and advice to clients within a specific client market, assisting them to structure their wealth and ensure a secure financial future for themselves and their families.
Key Responsibilities- Maintain superior service delivery to clients through building strong client relationships
- Offer sound professional advice that delivers financial solutions in line with client financial goals, the client value proposition, and compliance frameworks
To excel as a Wealth Solutions Expert, you must possess:
- Minimum Matric or a degree in any financial field
- 2-5 years of work experience or equivalent expertise
- A high-flying entrepreneur driven by the challenge of a sales environment
- Willingness to commit to ongoing self-development and learning
- Clear credit and criminal records
- Strong client relationship building skills
- Access to trained and skilled administration staff in Biz Hubs
- Ongoing education and development opportunities with a majority of costs funded out of our Education Fund
- Attractive incentive and rewards programs
- Variety of group benefits
- Future mentorship agreements with Business Specialists
- Unlimited earning potential
- Remuneration from nine different income streams
- Modern office space at convenient locations
The estimated salary range for this position is around R400,000 - R700,000 per annum, depending on location and performance. If you have ambition and are passionate about delivering exceptional financial services, we encourage you to apply.
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