Discovery Financial Advisor

Pretoria, Gauteng
Permanent
Full-time

16 days ago

Position: Discovery Financial AdvisorLocation: NationalAluma Capital strives to be South-Africa’s leading Asset and Fund Management Company. In partnership with Discovery Invest we provide several investment options to our clients, including long-term insurance and retirement annuity products.Who are we looking for?A Financial Advisor (financial agent / broker) who will be responsible for selling the Company’s financial services to new clients and will facilitate business growth.Why work for us?

No desk fees.
Financial support for the first 3 - 6 months (bridging salary).
24/7 Admin support in applications and CRM work.
Monthly commission payments.
We provide pre-qualified and pre-paid leads generated by a vast number of marketing campaigns.
A-Grade charge-free office space and meeting rooms for your client meetings and day-to-day work.
Trainings at the Company’s expense.

Requirements

2 or more years’ experience as a Financial Advisor within the financial services industry, life and investment essential.
Matric/Grade 12 or SAQA Accredited Equivalent Essential.
120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
RE 5 certificate.
Proven sales track record.

Duties

Communicating with clients, including phone calls, e-mails and personal meetings.
Presenting the Company’s products and conducting sales.
Conduct customer needs analysis and advise accordingly.
Provide feedback on daily activities (calls, appointments, sales etc.)
Develop and maintain client network.
Use company’s resources and expertise to analyze client needs.
Facilitate additional lead generation.
Work in CRM, keeping client’s information complete and up to date.
Undergo necessary scheduled trainings and upskilling sessions.

Numeral XII

Apply Now