Discovery Financial Advisors

Numeral XII (Pty) Ltd.; Pretoria; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services company in Pretoria is seeking Financial Advisors to sell Discovery Products. The ideal candidate will have a Matric/Grade 12 certificate, 120 FAIS credits, and at least 2 years of experience in the financial industry. The role includes client communication, sales presentations, and lead generation. The company offers support during the first months, no desk fees, and a charge-free office space for client meetings.

Benefits

No desk fees

Financial support for the first 3 - 6 months

24/7 Admin support

Monthly commission payments

Pre-qualified leads

Charge-free office space

Training at company’s expense

Qualifications

• 2 or more years’ experience as a Financial Advisor in the financial services industry.
• Proven sales track record.

Responsibilities

• Communicating with clients via calls, emails, and meetings.
• Presenting the Company’s products.
• Conducting customer needs analysis.
• Developing and maintaining client network.
• Facilitating additional lead generation.

Skills

Ability to work under pressure

Self-starter

Good verbal and written communication skills

Problem solving skills

Good time management skills

Loyalty toward the organization

Education

Matric / Grade 12 or SAQA Accredited Equivalent

120 FAIS credits (NQF 5) in Wealth Management

RE 5 certificates

Job description

Our company based in Lynnwood; Pretoria is looking for Financial Advisors who will be tied to selling Discovery Products. A specialist with extensive knowledge in how to sell and build new networks. Someone who fully understands the Sales lifecycle, inclusive of client services. The ideal candidate must have an unsatiable hunger to write his / her own cheque and will be innovative in finding new ways to source customers. This person should have a passion for people and must ensure they remain fit and proper.

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.

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.

Minimum Requirements

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

Skills Requirements

• Ability to work under pressure.
• Self-starter & excellent organizing skills.
• Good verbal and written communication skills.
• Committed and reliable with integrity and honesty throughout.
• Loyalty toward the organization.
• Needs to have resilience and must be optimistic.
• Be able to work accurately and effectively in a highly pressurized environment.
• Accountability and a team player.
• Good time management skills.
• Problem solving skills, by effectively identifying problems as soon as they arise.
• Ability to think out of the box.