Discovery Financial Advisor

3 weeks ago

Pretoria, South Africa Status Asset Management Full time

**You may be wondering, what does such a fantastic individual’s duties include?**
- Responsible for reaching target, as and when determined by the Company;
- Selling and marketing Discovery products to the public;
- Cold calling clients to obtain business and leads;
- Gathering information and documentation needed to request quotations from Discovery and fulfil compliance standards;
- Perform financial needs analysis to assess the needs of the client, before a product is presented;
- Make sure all compliance documentation is complete and has been discussed with / approved by the client, prior to the policy being activated;
- Daily feedback on leads provided, by capturing same on the system;
- Develop and maintain a personal network and represent the organisation at relevant industry events;
- Source leads and referrals;
- Rerouting of client to underwriting and/or claims department when required;
- Identify sales opportunities while promoting the organisation and enhancing its reputation;
- Manage the customer journey from sales to on-boarding and regular portfolio review this includes continuous follow-ups when applicable, regarding outstanding documentation etc.;
- Manage key client customer relationships to maintain customer satisfaction, retention and loyalty while following principles of TCF;
- Develop and maintain knowledge, understanding and adherence to the regulatory framework and relevant codes as well as the organisations policies and procedures and Discovery’s products;
- Participate in development programmes, assessments and activities which form part of the formal and informal training program;
- Gain/maintain the relevant external professional accreditation requirements;
- Maintain an in-depth understanding of the Financial Services Industry regulations, best practice solutions and fit and proper requirements.

**Are there any specific skills and attributes required?**
- **Attention to detail** and a high level of **accuracy;**:

- Ability to **work under pressure**;
- **Self-starter** & excellent **organising** skills;
- Good verbal, written and **communication** skills;
- **Committed** and **reliable** with **integrity** and **honesty;**:

- **Loyalty** toward the organisation;
- **Tenacity, Attendance & Punctuality;**:

- Needs to have **resilience** and must be **optimistic;**:

- Be able to work** accurately **and** effectively** in a highly pressurised environment;
- **Accountability** and a **team player;**:

- Good **time management** skills;
- **Problem solving** skills, by effectively identifying problems as soon as they arise;
- Ability to be able to **think out of the box;**

**Take a look at the what the requirements for this amazing job is**:

- 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 certificate;
- Proven sales track record.

**Value Proposition**
- 100 % commission earned;
- Bridging Finance offered to give our advisors a kick start;
- No admin or desk fees;
- An option of bi-monthly and/or monthly commission;
- Admin assistance and back-office support;
- P-Grade office space and meeting rooms;
- Ongoing marketing campaigns & continuous lead provision;
- Paperless onboarding solutions;
- Electronic KYC process;
- Electronic signature (OTP).

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