Consider a career as an EQ-FIN Financial Sales Professional At EQ-FIN ( an affiliate of Liberty Group) by connecting people with life solutions for financial freedom. We want to secure the future dreams, along the way. Our Value proposition to all our Financial Sales Professional include the following: Access accredited Financial Sales Professional you will provide pro-active, on demand financial service and advice secure financial future for them and their families. Key Job Functions: Maintain superior service delivery
Consider a career as an EQ-FIN Financial Sales Professional At EQ-FIN ( an affiliate of Liberty Group) by connecting people with life solutions for financial freedom. We want to secure the future dreams, along the way. Our Value proposition to all our Financial Sales Professional include the following: Access accredited Financial Sales Professional you will provide pro-active, on demand financial service and advice secure financial future for them and their families. Key Job Functions: Maintain superior service delivery
institutional clients to assess their financial needs and help them achieve financial goals, such as choosing investments clients financial situation (e.g. income, expenses and liabilities) Examine and suggest financial needs Customize financial plans according to clients changing needs Present and sell suitable financial products products and services If you can answer “YES” to the following simple questions, then you need to talk to us a passion for people? Would others say you are service-orientated? Do you have high energy levels? Are
institutional clients to assess their financial needs and help them achieve financial goals, such as choosing investments clients financial situation (e.g. income, expenses and liabilities) Examine and suggest financial needs Customize financial plans according to clients changing needs Present and sell suitable financial products products and services If you can answer “YES” to the following simple questions, then you need to talk to us a passion for people? Would others say you are service-orientated? Do you have high energy levels? Are
aspirations into reality. As a Wealth Planner or Financial Advisor with Liberty, you'll have the opportunity business owners to assess their financial needs and help them achieve financial goals. To have the ability clients financial situation (e.g. income, expenses and liabilities) Create personalized financial plans coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan and and review financial plans regularly. Educate clients in areas such as budgeting, credit and debt management