See more Collapse

Discovery Financial Advisor

4 weeks ago

Pretoria, South Africa Aluma Capital Full time

**Position: Discovery Financial Advisor**

**Location: National**
- Aluma 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).
- 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**
- 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 analyse 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.

Application Question(s):

- Do you have a RE5 certificate?
- Do you have a full qualification in Wealth Management / Financial Planning?

**Education**:

- High School (matric) (required)

**Experience**:

- Financial Advisor: 2 years (required)

We have other current jobs related to this field that you can find below

  • Financial Advisor

    4 weeks ago

    Pretoria, South Africa Discovery Financial Practice Full time

    Company DescriptionDiscovery Limited is a global company with health, life and short term insurance operations. The company is committed to being a force for social good and brings about sustainable change in the lives of the people and communities it serves across the globe. Discovery's values of leadership, honesty, innovation and fairness act as its...

  • Financial Advisor

    3 weeks ago

    Pretoria, South Africa Discovery Full time

    **_Company Description_** Discovery Limited is a global company with health, life and short term insurance operations. The company is committed to being a force for social good and brings about sustainable change in the lives of the people and communities it serves across the globe. Discovery's values of leadership, honesty, innovation and fairness act as...

  • Discovery Financial Advisor

    4 weeks ago

    Pretoria, South Africa Status Asset Management Full time

    Position: Discovery Financial Advisor Location: 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...

  • Financial Advisor

    2 months ago

    Pretoria, South Africa Providence Financial Group Full time

    Company DescriptionDiscovery Limited is a global company with health, life and short term insurance operations. The company is committed to being a force for social good and brings about sustainable change in the lives of the people and communities it serves across the globe. Discovery's values of leadership, honesty, innovation and fairness act as its...

  • Discovery Financial Advisors

    4 weeks ago

    Pretoria, South Africa Status Asset Management Full time

    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...

  • Financial Advisor

    2 weeks ago

    Pretoria, Gauteng, South Africa Discovery Limited Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Date: 31 May 2024 About Discovery Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core...

  • Financial Advisor: Funeral Cover

    2 weeks ago

    Pretoria, Gauteng, South Africa Discovery Limited Full time

    Press Tab to Move to Skip to Content Link Share this Job Business Unit: Sales & Distribution Date: 15-May-2023 Discovery – Sales & Distribution Funeral Financial Adviser About Discovery Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support...

  • Finacial Advisor

    2 weeks ago

    Pretoria, South Africa GDS Financial Advisor Services Full time

    We are seeking a Financial Advisors to join our group of insurance brokers. As a Financial Advisor, you will be responsible for providing financial advice to theirclients. You will help clients plan and achieve their financial goals by assessing their financial situation and recommending products and services that meet their needs. You will be expected to...

  • Finacial Advisor

    2 weeks ago

    Pretoria, Gauteng, South Africa GDS Financial Advisor Services Full time

    We are seeking a Financial Advisors to join our group of insurance brokers. As a Financial Advisor, you will be responsible for providing financial advice to theirclients. You will help clients plan and achieve their financial goals by assessing their financial situation and recommending products and services that meet their needs. You will be expected to...

  • Looking for Discovery Tied Agents

    4 weeks ago

    Pretoria, South Africa Status Asset Management Full time

    Location: East Rand, Nelspruit, Durban, Western-Cape, GautengWe are seeking a knowledgeable and energetic Discovery Tied Agent who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs. Role...

  • Financial Advisor

    4 weeks ago

    Pretoria, South Africa Concept Lynnwood- Financial Solutions Full time

    Hi everyone! Concept Lynwood Financial Advisors is hiring! We have a few positions open for EXPERIENCED financial advisers, looking for a change in their career. We would like to open the floor for applicants who are based in, or willing to relocate to Pretoria. If you have an existing book, we can facilitate moving it over along with you! Potential...

  • Financial Advisor

    1 week ago

    Pretoria, South Africa Concept Lynnwood- Financial Solutions Full time

    Hi everyone! Concept Lynwood Financial Advisors is hiring! We have a few positions open for experienced financial advisers, looking for a change in their career. We would like to open the floor for applicants who are based in, or willing to relocate to Pretoria. If you have an existing book, we can facilitate moving it over along with you! Potential...

  • Claims Assessor Specialist

    2 weeks ago

    Pretoria, Gauteng, South Africa Discovery Limited Full time

    Select how often (in days) to receive an alert: Claims Assessor Specialist - Discovery Life Business Unit: Discovery Life Function: Claims Administration Discovery – Discovery Life Claims Assessor Specialist About Discovery Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional...

  • Financial Advisor

    4 weeks ago

    Pretoria, South Africa Stanleur Elite Financial Services Full time

    Hi everyone! Concept Lynwood Financial Advisors is hiring! We have a few positions open for experienced financial advisers, looking for a change in their career. We would like to open the floor for applicants who are based in, or willing to relocate to Pretoria. If you have an existing book, we can facilitate moving it over along with you! Potential...

  • Business Consultant Jhb

    2 weeks ago

    Pretoria, Gauteng, South Africa Discovery Limited Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Function: Business Consultants / Business Development (FAIS Date: 30 May 2024 Discovery – Sales & DistributionBusiness ConsultantAbout DiscoveryDiscovery's core purpose is to make people healthier and to enhance and...

  • Lead Generation

    2 weeks ago

    Pretoria, Gauteng, South Africa Online Financial Advisor Full time

    Online Financial Advisor is on the hunt for Lead generation agents to provide sales and marketing support in building a pipeline and company objectives.Responsibilities & Duties. Make outgoing calls to develop new business. Conduct customer research. Maintain lead generation database. Obtain information about potential leads.Requirements:Experience in cold...

  • Financial Advisor

    2 weeks ago

    Pretoria, Gauteng, South Africa Pilanehurst Financial services Full time

    Position: Independent Long-term Insurance Broker (Commercial)Location: Sandton and Pretoria CBDDo you love being out and about, meeting new people? Do you want to write your own cheque on a monthly basis? Are you fantastic at convincing and does your negotiation skills know no bounds? Raise your hand becauseWE'RE HIRINGIt's our mission to unleash the...

  • Financial Advisor

    2 weeks ago

    Pretoria, South Africa IWCP Resolute Full time

    **Job Details** Do you have a passion to help people and get satisfaction out of others achieving their personal goals? If your answer is yes, be part of the change and join an **Affiliate of the Liberty Group as a Financial Advisor**. With over 100 year’s of industry management experience that will be dedicated to your personal success, structured...

  • Looking for Discovery Tied Agents

    2 weeks ago

    Pretoria, Gauteng, South Africa Status Asset Management Full time

    Location: East Rand, Nelspruit, Durban, Western-Cape, GautengWe are seeking a knowledgeable and energetic Discovery Tied Agent who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs. Role...

  • Business Development Manager

    2 weeks ago

    Pretoria, Gauteng, South Africa Discovery Limited Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Function: Administration and Office Support Date: 14 May 2024 Discovery Financial Services New Business Development Manager About Discovery Discovery's core purpose is to make people healthier and to enhance and...