Permanent Career Change With Liberty Life – Full Training | EQ-FIN Vacancies
Job Description
EQ-FIN Vacancies – Make a career change with Liberty life – Full training provided
Location: Western Cape
Company: EQ-FIN
Job Type: Permanent
Job Sector: Insurance
Make a Career Change with Liberty Life – Full Training Provided
Company: EQ-FIN
EQ-FIN is one of Liberty’s largest and top-producing national distribution partners, offering a bespoke value proposition to Liberty Wealth Advisors, Leadership Teams, and Employees. We’re driven by a powerful purpose: securing the future dreams, aspirations, and plans individuals have for themselves and their loved ones.
Through the EQ-FIN Academy, we strive to be the “Best of Breed” learning organisation, committed to helping you unlock your full potential. Your success is our success.
Why Join EQ-FIN?
- Reduce admin burden – Focus on what matters.
- Ongoing professional development – Including qualifications up to NQF Level 8 through accredited institutions.
- Educational bursaries – Available through our Educational Trust.
- Great work environment & culture – A supportive and dynamic team.
- Structured training programme – Bespoke guidance to ensure your success.
- Leadership Development programme – Grow into leadership roles.
- Performance-Based Rewards – Your efforts directly boost your paycheck.
- Career Growth Opportunity – Hone your skills, exceed targets, and climb the ranks.
- Team Support & Mentorship – Never work alone; we provide training, resources, and guidance.
Duties & Responsibilities
- Assess financial needs of individuals and institutions to help achieve their goals.
- Explain tax laws and assist with insurance decisions.
- Network and prospect to secure new clients.
- Set up appointments and meet with clients regularly.
- Analyse clients’ financial situations (income, expenses, liabilities).
- Identify financial opportunities (insurance, investments, retirement planning).
- Customize financial plans based on evolving needs.
- Present and sell suitable financial products.
Is This You?
If you answer YES to these questions, we want to talk to you!
- Can you think outside the box?
- Are you entrepreneurial?
- Do you have a passion for people?
- Would others say you’re service-oriented?
- Do you have high energy levels?
- Enjoy learning and committed to studying?
Minimum Requirements
- Matric Certificate (Degree advantageous)
- Field sales experience is a plus
- Own car & valid driver’s license (non-negotiable)
- Clear credit & criminal record
Liberty Group Limited is an authorised Financial Services Provider (FAIS No 2409) and a member of the Standard Bank Group.
Apply now and take the first step toward a rewarding career with EQ-FIN and Liberty Life!
(Should you not hear from us within 2 weeks, please consider your application unsuccessful.)
APPLY NOW
How to Apply
To apply for this position, click the “Apply Now” button or follow the specific instructions provided in the job description. Ensure that your CV and supporting documents are up to date and relevant to the position.
Please note: This job posting may be closed at any time by the employer, either due to internal recruitment policies, legal requirements, or once a suitable candidate has been found. We encourage you to apply as early as possible.
Only shortlisted candidates will be contacted.
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