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KwaZulu-Natal: Sales Consultant – Training provided posted by EQ-FIN

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Job Description

Introduction EQ-FIN is one of Libertys largest and top-producing National Distribution partners , with a strong national footprint across South Africa. At EQ-FIN, we pride ourselves on offering a bespoke value proposition to our Liberty Wealth Advisors, leadership teams, and employees. Our organisation is driven by a clear purpose: to help secure the future dreams, aspirations, and financial plans of individuals and their loved ones. Through the EQ-FIN Academy , we aim to be a best-of-breed learning organisation , dedicated to developing highly successful Wealth Advisors. Your success is our success, and we are committed to helping you reach your full potential. Our Value Proposition At EQ-FIN, we provide the environment, support, and resources needed to build a successful financial advisory career: Reduced administrative burden so you can focus on clients Ongoing professional learning , including qualifications up to NQF Level 8 through accredited institutions Bursaries available through our Educational Trust A positive and collaborative working culture Structured, bespoke training programme designed to support your success Leadership Development Programme for future leaders Performance-based rewards your earnings grow directly with your performance Career growth opportunities as you develop your client base and exceed targets A supportive team environment with mentorship, training, and resources This is more than a job its an opportunity to build a long-term career in financial services . Duties & Responsibilities As a Consultant, you will: Work with individuals and institutional clients to assess their financial needs and goals Provide guidance on investments, insurance, and retirement planning Explain relevant tax implications of financial products Network and prospect to build and grow your client base Schedule and attend client meetings Analyse clients financial situations (income, expenses, liabilities) Identify financial opportunities and recommend appropriate solutions Develop customised financial plans Present and sell suitable financial products and services Maintain long-term relationships with clients as their financial needs evolve

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How to Apply

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About Accounting / Finance Jobs in South Africa

In the accounting and finance sector in South Africa, one can expect to find a dynamic and growing industry with a wide range of job opportunities. The demand for skilled professionals in this field is high, driven by the country’s growing economy and increasing need for financial management and planning.

Typically, salaries for accountants and finance professionals in South Africa fall within broad ranges, often influenced by factors such as level of experience, company size, and industry sector. Generally, starting salaries can range from around R300 000 to R500 000 per annum, with more senior roles commanding significantly higher salaries, often exceeding R1 million per annum. However, it’s essential to note that these figures are highly variable and can differ substantially depending on individual circumstances.

Common skills required for accounting and finance roles in South Africa include proficiency in financial software such as SAP or Oracle, strong analytical and problem-solving skills, excellent communication and presentation abilities, attention to detail and organisational skills, and a basic understanding of tax laws and regulations. Other valuable skills may include knowledge of financial management systems, experience with budgeting and forecasting, and certification in accounting or finance, such as a Chartered Accountant (SA) designation.

Many industries employ accountants and finance professionals, including the financial services sector, technology industry, manufacturing sector, and public sector organisations. The demand for skilled accountants is particularly high in these sectors, where financial management and planning are critical to success.

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Career development opportunities abound in accounting and finance roles, with many professionals progressing to senior positions such as chief financial officer (CFO), controller, or department head. Opportunities for specialisation also exist, with areas like forensic accounting, audit, and taxation attracting a high level of interest. With ongoing professional development and certification requirements, those pursuing a career in accounting and finance can enjoy a rewarding and challenging career path.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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