Financial Advisor

2 months ago


Pretoria, South Africa Providence Financial Group 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 its compass, directing business practices to take advantage of every opportunity while looking for ways to dazzle clients.

Role Description

This is a full-time hybrid role for a Financial Advisor located in Pretoria, Centurion with flexibility for some remote work. The Financial Advisor will be responsible for providing:

Financial planning, finance, retirement planning, investment, and financial advisory services to clients (Health; Wealth and Insure).

  • Sourcing and meeting potential clients.
  • Establishing Financial needs and goals.
  • Recommending suitable Insurance and Investment Solutions.
  • Most Important: Must have DRIVE; ENTHUSIASM and is INNOVATIVE.

Minimum Requirements and Qualifications

  • Experience in financial planning, finance, retirement planning, investments, and financial advisory services(Health; Wealth and Insure).
  • Strong communication and interpersonal skills.
  • Ability to manage and maintain client relationships.
  • Strong analytical and problem-solving skills.
  • Own Vehicle and Mobile.
  • Matric/GR 12; RE 5 & FAIS Credits (Experience is essential).
  • Business Related Qualifications/ Degree ideal (BUT NOT COMPULSARY).
  • Networking Skills is a MUST (Production is essential).
  • Professional Appearance.
  • No Criminal Record and Clean ITC Listing.

Benefits

  • Training on all of our unique products.
  • Learn from a Global Community of thought Leaders.
  • Grow and Develop your career in becoming part of a Generation of Leaders.
  • Competitive Commission Splits.
  • Professional Infrastructure (No Desk Fee).
  • Leads and Marketing Assistance.
  • Flexible Hours (The opportunity to work remotely).
  • Specialized Support (Health; Wealth and Insure).
  • Get rewarded for exceptional performances throughout your career journey.

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