Financial Adviser

Employer:

EQ-FIN is a representative of the Liberty Group ltd and Stanlib, within the South African Financial Services Industry. Currently EQ-FIN has 30 branches across provinces of South Africa and has an active man power team of 455 Financial Advisers.

We are extending an opportunity to start your own business as a Financial Adviser. Your business is completely independent, we do not dictate how you manage, maintain, control or direct your business (Excluding Industry legislation). We are the solution in form of training, support and accreditation.

Our mission is to train, mentor and educate – this will result in new professional Financial Adviser’s leading our business as well as your own to great success.

Description of role:

As a Financial Adviser you have several specialized products that range from three distinct categories’ which includes Risk (Insurance products), Investments and Corporate. We do not sell a specific product, we use our vast range of products in order to present a Financial Plan based on the client’s needs and affordability. The client is our Industry's central focus! We meet, educate and build new relationships with clients on a daily basis. Your business will be the bond and promise between client and provider.

What drive me to take on the day?

We are working in an industry where we truly change lives. With regards to recruitment specifically, I feel a sense of honour when one of my recruit’s is changing their life around for the better with this career opportunity. Also at the same time I think about the several clients that this Financial Adviser has educated and guided throughout their career. I view my career as a domino effect of endless greatness…

Whom am I recruiting?

Targeting candidates with the willingness to go the extra ten miles, have a clear goal orientated mind-set and the ability to understand that success is a journey paved with exceptional hard work. Candidates who loath working for an employer with a month to month pay check, restrained with limited growth potential, has a monotonous job responsibility and no option to further one’s own education. Candidates who are yearning for a Career not a job…

How long is the recruitment process?

My interview process is split into two appointments; your first appointment/interview with me will be a general discussion on this career. I will discuss and elaborate all you need to know in order for you to make the decision if this is career you wish you undertake.

Your second interview will be in form of a Panel, I will be present along with your Branch Mentor/Leader. This will be a formal interview and the success of your application will be dependent on a positive outcome.

This process can demand 4-7 working days, this include the days in between the two appointments for your planning and preparation.

When will I know if my application was successful?

You will be contacted the very next working day after your Panel Interview.

Minimum Candidate Requirements:

Matric
South African ID
Drivers’ License
Your own Vehicle(Unreliable or public transport will not be accepted)
Working and presentable laptop

What we offer:

No working hours set by contact, it is your business after all.
Mentor Allocation (Daily Support from an experienced Financial Adviser)
Office Space (With telephone line, printer, kitchen, bathroom and boardrooms)
Extensive Support from the EQ-FIN Academy and Liberty Specialists
On-going professional development
Weekly training sessions
Paid education on following NQF Levels: 5, 6, 7 and 8 (target driven, will elaborate in interview)
Biz Hub (Admin Support for your business)
Incentives
Bonus
Group Life Benefit (1st year)
Income Protection Plan (1st year)
Progressive Living Plan (1st year)
Medical Aid (5th year)
Pensionable Earnings (5th year)

The Commission Structure

Your remuneration/commission structure is ambitious and complex as your earnings depend on what product is sold as well as the quality and term of the business done, most importantly the retention of the client. With regards to this structure and your first meeting with me: We will have a transparent discussion, all information will be presented for clear understanding. Kindly see below key aspects of the structure that will be elaborated on.