Financial Career Advancement Opportunities
20 hours ago
Job Summary: As a certified Financial Advisory Specialist, you will deliver proactive, on-demand financial services and advice to clients within a specific market segment. This role entails assisting clients in structuring their wealth and securing a stable financial future for themselves and their families.
Duties & Responsibilities:
- Maintain exceptional service delivery to clients through strong relationship building and personalized support.
- Provide sound professional advice that meets clients' financial goals, value propositions, and compliance frameworks.
Requirements:
- A minimum of 2-5 years of work experience.
- Minimum Grade 12/Matric qualification.
- Bachelor's Degree preferred.
- Strong client relationship building skills and ability to commit to ongoing self-development.
- Clear credit and criminal records.
About EQ-FIN:
EQ-FIN offers a dynamic environment with opportunities for growth and development. Our team provides access to trained administration staff, education funding, attractive incentives, and group benefits. You will be part of a supportive community that encourages continuous learning and professional development.
Earnings Potential: As a Financial Advisory Specialist, your remuneration will come from various income streams, offering unlimited earning potential. Additionally, you will have the opportunity to study and develop further, with most costs funded by our Education Fund.
Our Value Proposition:
- Access to skilled administration staff in our Biz Hubs.
- Ongoing education and training opportunities.
- Attractive incentive and rewards programs.
- Group benefits and future mentorship agreements.
- A great working environment and unlimited earning potential.
Estimated Salary: R400,000 - R600,000 per annum, depending on qualifications and experience. With an entrepreneurial spirit and drive for sales success, you will thrive in this role and enjoy a competitive salary package.
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