Unlock Your Financial Potential as a Wealth Solutions Expert
1 week ago
As a Wealth Solutions Expert at EQ-FIN, you will play a pivotal role in shaping the financial futures of our clients. With a strong focus on delivering exceptional service and providing expert financial advice, you will be instrumental in helping individuals achieve their goals and secure their wealth.
About Us
EQ-FIN is an affiliate of Liberty Group, dedicated to evolving through excellence and securing wealth for our clients. Our mission is to empower individuals to realize their dreams and aspirations by connecting them with life-changing solutions for financial freedom.
Key Responsibilities
In this dynamic role, you will maintain superior service delivery to clients through building strong relationships, offering sound professional advice, and ensuring compliance with regulatory frameworks. Your expertise will enable clients to structure their wealth and ensure a secure financial future for themselves and their families.
Requirements
To succeed in this position, you will require:
* A minimum of 2-5 years' work experience
* A Grade 12/Matric certificate or equivalent
* A Bachelor's degree (an advantage)
* Strong client relationship-building skills
* A high level of entrepreneurship and a drive to succeed in a sales environment
* Clear credit and criminal records
* A valid driver's license and own vehicle (non-negotiable)
Benefits
As a Wealth Solutions Expert, you will enjoy access to world-class training and development opportunities, including formal in-house training, completion of regulatory exams, and accreditation with the Financial Services Regulatory authority. You will also benefit from continuous professional development, enabling you to earn CPD points and stay up-to-date with industry best practices.
Compensation
Your hard work and dedication will be rewarded with a competitive salary and numerous benefits, including access to trained administration staff, education fund support, attractive incentive programs, group benefits, and a dynamic team environment. With unlimited earning potential and nine different income streams, your financial growth and success are limitless.
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