Career Transition Specialist

1 month ago


Pretoria, Gauteng, South Africa EQ-FIN Full time
Job Summary
We are seeking a highly motivated and results-driven Career Transition Specialist to join our team at EQ-FIN. As a key member of our organization, you will be responsible for working with individuals and institutional clients to assess their financial needs and help them achieve their financial goals.

About EQ-FIN
At EQ-FIN, we pride ourselves on offering a bespoke value proposition to our clients. We are an organization driven by a purpose: securing the future dreams, aspirations, and plans of everyone. Our goal is to be the "best of breed" learning organization through the EQ-FIN Academy.

Responsibilities
* Work with clients to assess their financial needs and help them achieve their financial goals
* Explain tax laws relevant to certain investments and help with insurance decisions
* Network and prospect for new clients
* Set up appointments and meet with clients
* Analyze clients' financial situations
* Examine and suggest financial needs and opportunities
* Customize financial plans according to clients' changing needs
* Present and sell suitable financial products and services

Requirements
* Matric Certificate (Degree desirable)
* Field sales experience an advantage
* Own car and valid driver's license (non-negotiable)
* Clear credit record
* No criminal record

What We Offer
* Reduce administration
* On-going professional learning, including qualifications up to NQF level 8 through accredited institutions
* Bursaries through our Educational Trust
* Great working environment and culture
* Structured bespoke training programme to ensure your success
* Bespoke Leadership Development programme
* Performance-Based Rewards: your efforts are directly rewarded
* Opportunity for Growth: this isn't just a job, it's a career opportunity
* Supportive Team Environment: while you may be working independently, you're never alone
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