Wealth planner - full training provided (follow a comprehensive, entrepreneurial, management as[...]

Sandton, Gauteng

R 300000 ZA Per annum

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This is a unique and rewarding career opportunity for individuals who are prepared to work hard and commit to a leadership journey Are you a self-motivated, ambitious and determined entrepreneur with a passion for people who wants  to help people achieve their dreams by ensuring that they have the financial means to pursue them? Then YOU may be just the person we are looking for.  Join a team of successful advisors within our organisation and receive leading industry training, a mentorship program, and an ongoing support structure to help you build your career and establish and grow your own business? Duties & Responsibilities Work directly with clients as their financial wellness coach, helping them improve their lives by educating, coaching, and empowering them to reach their financial goals. Provide sound, comprehensive financial advice, and guidance and help clients make sense of their financial lives in actionable ways, ensuring a high-quality client experience during every interaction Construct personalised financial plans that aim to achieve the financial goals of clients according to their specific lifestyles and financial needs Meet with clients to form a financial outlook including expenses, income, insurance coverage, tax status, risk tolerance, or other elements to build a financial plan ; and implement the necessary steps for creating and accumulating wealth Monitor clients' needs and adjust their financial plans accordingly. Obtain new clients and be innovative in crafting solutions to improve their financial situation and ensure that goals are met, whilst  fostering long-lasting relationships. Actively seek out new opportunities through referrals, networking, and social media Look after and grow a portfolio of clients Participate in weekly team meetings that provide feedback and continued education opportunities Ensure you stay updated on the latest regulations, practices, and financial products Build and manage your professional practice Desired Experience & Qualification Qualifications Grade 12 (Matric) Degree / BCOM Advantageous Minimum 2 years working experience Requirements (Essential) Clear Credit history No Criminal record Own transport A valid driver’s license Own laptop SA ID Skills and Competencies Excellent networking and communication skills Service-oriented and customer-centric Analytical thinker Ability to network, prospect, and build relationships Strong Emotional Intelligence to thrive in a highly challenging and fast-paced environment You are a self-starter, with high energy levels and are passionate about making a difference Solutions orientated and a problem solver and you think outside the box Strong work ethic Good organisational and time management skills Package & Remuneration Excellent unlimited earning potential where you have control over your earnings Access to Liberty Product Specialists A bespoke  EQ-FIN Academy  programme which includes a combination of structured classroom training, one-on-ones, on-the-job training, self-study, and mentoring, focused on building an understanding of the comprehensive qualities that a Wealth Planner needs You will have the benefit of working with well-trained people using proven processes and the latest technology. We will support you to ensure that client cases are processed efficiently and effectively. This will enable you to focus your time on generating face-to-face activity with clients, without being burdened with excessive administration. We have extensive experience in developing individuals and transitioning them into business owners of their own wealth planning business. You will receive coaching, training and ongoing support from experienced individuals and proficient professionals in the industry who are committed to helping you succeed and establish a successful and professional practice Interested? EQ-FIN is a company driven by a purpose: we want to secure the future dreams, aspirations and plans you have for yourself and your loved ones. Does this resonate with you?  If you are ambitious and an aspiring entrepreneur or looking to make a change in your career. Please  apply online! 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