Make A Career Change With Liberty Life - Looking For Entrepreneurs (June 2021)

Description:

*In this time of uncertainty our clients need our reassurance more than before and its business as usual in the new normal. *
We are one of *Liberty's top producing franchises* with a national footprint. At EQ-FIN we pride ourselves on offering a bespoke value proposition to Liberty Financial Advisors, Leadership Team and Employees. We are an organisation driven by a purpose: we want to secure the future dreams, aspirations and plans everyone has for themselves and their loved ones.
We pride ourselves on offering a unique value proposition to Liberty Financial Advisors, Leadership Team and Employees and inspire to be the best learning organisation in the industry
*OUR VALUE PROPOSITION*
There is a *unique leads generation business process* that secures pre-qualified appointments with potential clients for qualified and contracted Financial Advisors.
Reduce administration
On-going professional learning (upto NQF level 8)
Educational Bursaries through our Educational Trust
Great working environment and culture
Bespoke training programme - *Currently using Virtual Training platform till further notice due to Covid 19*

**** PLEASE NOTE THAT DUE TO THE CURRENT SITUATION - INTERVIEWS WILL BE CONDUCTED VIA ZOOM OR SKYPE*

Work with individuals or institutional clients to assess their *financial* needs and help them achieve *financial* goals, such as choosing investments
Also explain tax laws relevant to certain investments and help with insurance decision
This role requires networking and prospecting in order to secure new clients.
Set up appointments and meet with clients in person or via an online meeting platform
Analyse clients financial situation (e.g. income, expenses and liabilities)
Examine and suggest financial needs and opportunities (e.g. insurance, investments and retirement products)
Customize financial plans according to clients changing needs
Present and sell suitable financial products and services

Can you think outside the box?
Are you quite entrepreneurial?
Do you have a passion for people?
Would others say you are service-orientated?
Do you have high energy levels?
Are you ready to commit to studying?

*Minimum Requirements*
Matric Certificate (Degree desireable)
Minimum 5 years solid working experience
Own car and valid drivers licence
Clear credit record
No criminal record
Resources to be able to work remotely

To be discussed

Can you think outside the box?
Are you quite entrepreneurial?
Do you have a passion for people?
Would others say you are service-orientated?
Do you have high energy levels?
Are you ready to commit to studying?

*Minimum Requirements*
Matric Certificate (Degree desireable)
Minimum 5 years solid working experience
Own car and valid drivers licence
Clear credit record
No criminal record
Resources to be able to work remotely
2 days ago
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