Financial Services Consultant

1 month ago


Johannesburg, Gauteng, South Africa EQ-FIN Full time

We are seeking a skilled Financial Services Consultant to join our team at EQ-FIN, an outsourced assurance management company based in South Africa. Our vision is to be the first choice for clients and financial advisory experts in the South African financial services sector.

Key Responsibilities:

  • Provide financial advice and solutions to clients, analyzing their situations and consulting on suitable wealth management strategies
  • Present appropriate investment and insurance options to clients

Requirements:

  • Analytical skills and consulting expertise
  • Excellent communication and customer service skills
  • Minimum 2 years work experience in financial sales solutions
  • Proven track record in financial sales solutions highly preferable
  • An understanding of financial products and services
  • Ability to build and maintain relationships with clients
  • Knowledge of investment and retirement planning

Benefits:

  • Access to trained and skilled administration staff in our Biz Hubs
  • Opportunity to study and develop yourself further, with costs funded out of our Education Fund
  • Attractive incentives, group benefits, and rewards programs
  • Future mentorship agreements with Business Specialists who are experts in their field
  • A great, friendly, and supportive working environment with a dynamic and professional team
  • Unlimited earning potential
  • Earn remuneration from nine different income streams
  • Modern, unique, and fit-for-purpose free office space at convenient locations

Salary: R600,000 - R800,000 per annum (dependent on experience)



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