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Discovery Financial Advisors

4 weeks ago

Durban, South Africa Micah Govender Developments Full time

Company is looking for experienced life and investment financial advisors to be based in Umhlanga.

Company offers the following:

ü Provision of office space and full infrastructure for financial advisors

ü Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms

ü Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft access

ü Access to business coaching and client advice support

ü Assistance with practice management

ü Training support, i.e. technical and soft skills training

ü Access to an effective lead generation systems and training

ü Support with succession planning

ü Support with unlocking of equity from adviser practices

Requirements:

  1. Matric or NQF4 equivalent certification (Essential)
  2. Tertiary Certificate and or Degree (Essential)
  3. Financial qualification and or RE5 accredited (Beneficial)
  4. Drivers license with own vehicle (Essential)
  5. Sales Experience and Skills (Essential)
  6. 1 year financial industry experience (Beneficial)
  7. Latest 6 Months commissions statements (Beneficial)

Remuneration and benefits:

  1. 100% commission
  2. Office, Telephone, and IT support
  3. Joint Calls with experienced advisors
  4. Full Admin Support
  5. Paraplanner (for highly productive advisers)
  6. Dialler
  7. Leads
  8. Promotion Days
  9. Marketing support
  10. Compliance
  11. Dedicated BC
  12. Specialist support
  13. Internal Product Training
  14. External Training Support/Coaching
  15. PI Cover

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