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Pretoria: Discovery Financial Advisors posted by Numeral Financial Services Group

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Job Description

About the Role

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 and will be innovative in finding new ways to source customers. This person should have a passion for people and must ensure they remain fit and proper.

Key Responsibilities

  • Communicating with clients, including phone calls, e-mails and personal meetings.
  • Presenting the Company’s products and conducting sales.
  • Conducting customer needs analysis and advise accordingly.
  • Providing feedback on daily activities (calls, appointments, sales etc.).
  • Developing and maintaining client network.
  • Using company’s resources and expertise to analyze client needs.
  • Facilitating additional lead generation.
  • Working in CRM, keeping clients’ information complete and up to date.
  • Undergoing necessary scheduled trainings and upskilling sessions.

Requirements

  • 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 certificates.
  • Proven sales track record.

Qualifications

No qualifications mentioned.

Salary & Benefits

No salary information provided.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

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About Other Finance/Accounting Jobs in Gauteng

The finance and accounting sector is a significant contributor to the economy of Gauteng, South Africa, providing numerous opportunities for professionals looking to advance their careers. With major financial institutions, banks, and multinational corporations based in the province, there is a high demand for skilled finance and accounting professionals.

Salary ranges in Gauteng are generally in line with national averages, but can vary depending on factors such as industry, company size, and level of experience. According to recent job postings, average salary ranges for finance and accounting positions in Gauteng include:

R250 000 – R350 000 per annum for junior finance professionals
R400 000 – R600 000 per annum for experienced accountants
R700 000 – R1 200 000 per annum for senior finance managers

Key skills required for success in the finance and accounting sector in Gauteng include:

Financial planning and analysis
Accounting standards and compliance (e.g. IFRS)
Data analytics and reporting
Communication and interpersonal skills
Budgeting and forecasting
Risk management
Business acumen and strategic thinking

Major employers in the finance and accounting sector in Gauteng include:

Standard Bank, one of South Africa’s largest banks, with its headquarters located in Sandton, Johannesburg.
Multinational corporations such as IBM, which has a significant presence in the province, and Unilever, a leading consumer goods company.
The Johannesburg Stock Exchange (JSE), which is also based in the province and provides opportunities for finance professionals to work in investment banking and stockbroking.

Career growth opportunities are available in the finance and accounting sector in Gauteng, with many companies investing in training and development programs to support their employees’ career progression. Senior finance managers can move into executive roles, while experienced accountants can take on leadership positions or start their own businesses. Additionally, the JSE offers a range of training programs and certifications for finance professionals, such as the Certified Financial Analyst (CFA) program.

View Job  Randburg: Debtors Clerk posted by Deka Minas (Pty) Ltd

Overall, the finance and accounting sector in Gauteng presents numerous opportunities for career advancement and professional growth, with a high demand for skilled professionals and competitive salary ranges.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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