Discovery Financial Advisor

1 week 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)

  • Financial Advisor

    2 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 Advisors

    2 weeks ago

    Pretoria, South Africa Numeral XII (Pty) Ltd. 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...

  • Discovery Financial Advisor

    2 days ago

    Pretoria, South Africa Dante Personnel Full time

    Gauteng, Pretoria East - Commission only My client in Pretoria East is looking for a Financial Advisor with medical aid experience **Minimum requirements**: - Matric/Grade 12 or SA QA Accredited Equivalent Essential - 120 FA IS credits (NQF 5) in Wealth Management, CFP preferred - 2 or more years as a Financial Advisor within the financial services...

  • Actuary - Discovery Life

    3 weeks ago

    Pretoria, South Africa Discovery Limited Full time

    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 purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global...

  • Actuary - Discovery Life

    1 week ago

    Pretoria, Gauteng, South Africa Discovery Limited Full time R500 000 - R1 500 000 per year

    *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 purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global...

  • Funeral Financial Adviser

    7 days ago

    Pretoria, South Africa Discovery Limited Full time

    About DiscoveryDiscovery'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 purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global...

  • Funeral Financial Adviser

    7 days ago

    Pretoria, Gauteng, South Africa Discovery Limited Full time R400 000 - R800 000 per year

    About DiscoveryDiscovery'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 purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global...

  • Financial Advisor: 100% Commission, Leads

    1 week ago

    Pretoria, South Africa Numeral Xii (Pty) Ltd. Full time

    A financial services company based in Pretoria is seeking a motivated Financial Advisor to sell and market Discovery products. The ideal candidate will have a proven sales track record and 2 or more years of experience in the industry. This role offers a 100% commission structure and support to ensure your success. Join our team if you are passionate about...

  • Experienced Financial Advisor

    1 day ago

    Pretoria Metropolitan Area, South Africa The Financial Specialists Pty Ltd Full time R8 000 000 - R32 000 000 per year

    Company DescriptionThe Financial Specialists Pty Ltd, powered by the Hereford Group offers a range of services including Financial Planning, Estate Planning, Personal Risk cover, Personal Investment Planning, Retirement Planning, Corporate Group Cover, Pension/Provident Funds, and Business Assurance. Representatives at The Financial Specialists Pty Ltd act...

  • FINANCIAL ADVISOR

    4 weeks ago

    Pretoria, South Africa HR Genie Full time

    JOIN OUR TEAM AS A FINANCIAL ADVISOR! Are you passionate about helping others achieve their financial goals? Do you have a passion for numbers and a desire to build a rewarding career in the financial services industry? Look no further! A leading financial services organisation in South Africa, with over six decades of excellence, offers an exciting...