Financial Solutions Strategist

4 days ago


Cape Town, Western Cape, South Africa EQ-FIN Full time
Job Summary:

As an accredited Financial Advisory Specialist, you will provide pro-active, on-demand financial services and advice to clients within a specific and qualified client market, assisting them to structure their wealth and ensure a secure financial future for themselves and their families.

Duties & Responsibilities:
  • Maintain superior service delivery to your clients through building strong client relationships.
  • Offer sound professional advice that delivers financial solutions in line with the client's financial goals, the client value proposition, and compliance frameworks.


Minimum Requirements:
  • Minimum 2 - 5 years work experience
  • Minimum of a Grade 12 / Matric
  • A Bachelor's Degree is an advantage
  • A high-flying entrepreneur driven by the challenge of a sales environment
  • Willing to commit to a self-development learning path
  • Own car and a valid driver's license essential (non-negotiable)
  • Clear credit and criminal records
  • Strong client relationship-building skills


Benefits:
  • Access to trained and skilled administration staff in our Biz Hubs
  • Ability to study and develop yourself further, with a large majority of the costs funded out of our Education Fund
  • Numerous attractive incentive and rewards programs
  • Various group benefits
  • Future mentorship agreements with Business Specialists who are experts in their field
  • Great, friendly, and supportive working environment
  • Unlimited earning potential
  • Earn remuneration from nine different income streams
  • Modern rustic style office space at convenient locations
  • A dynamic team and professional environment


We estimate the annual salary for this position to be around R600,000-R800,000, based on industry standards and requirements. This figure may vary depending on individual performance and experience.

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