Menu Close

Pretoria: Looking for Discovery Tied Agents / Advisors posted by Numeral Financial Services Group

Pretoria: Looking for Discovery Tied Agents / Advisors posted by Numeral Financial Services Group

Posted on 2025-07-05 00:00:00

Job Summary

Location: East Rand, Nelspruit, Durban, Western-Cape, Gauteng

We 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 and Responsibilities:

  • Develop and maintain a personal network and represent the organization at relevant industry events.
  • Source leads and referrals.
  • Identify sales opportunities while promoting the organization and enhancing its reputation.
  • Introduce internal specialists and utilize their expertise to gather and analyse client data in order to identify the correct sales opportunities and solutions.
  • Manage the customer journey from sales to on-boarding and regular portfolio review.
  • Develop and implement a customer contact plan to communicate and engage with the client regarding product launches, sales campaigns, servicing opportunities and ongoing portfolio management.
  • 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 organizations policies and procedures.
  • 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.

Desired Qualification and Experience:

  • 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.
View Job  Pretoria: C# Developer (Team Lead & Mentor) posted by Numeral Financial Services Group

Click Go Apply to apply online!


Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Pretoria, Gauteng

Apply directly for this position. Please read all instructions carefully.

We do not process job applications; we simply aggregate and display job listings.

More related positions


Pretoria: Verification Analyst

Requirements Minimum 23 years experience as a Verification Analyst or similar role English fluency essential, Afrikaans beneficial Ability to work...


View Job
Verification Analyst

Pretoria: Electronic Engineer

As an Electronic Engineer, youll work closely with cross-functional teams to design, develop, and test electronic systems and components. This is a...


View Job
Electronic Engineer

Pretoria: Warehouse Storeman

Matric Relevant tertiary qualification in Warehousing Operations strong recommendation. Experience working in a similar warehouse, inventory or stock...


View Job
Warehouse Storeman

Pretoria: INTERMEDIATE C# DEVELOPER (CRYSTAL REPORTS) – CENTURION (ONSITE) UP TO R500K PA

A global leader in real-time vehicle and asset tracking is looking for an Intermediate C Developer to join their team and help drive the evolution of their...


View Job
INTERMEDIATE C# DEVELOPER (CRYSTAL REPORTS) – CENTURION (ONSITE) UP TO R500K PA

Pretoria: Business Analyst

Assist in gathering, analyzing, and documenting business requirements for new or enhanced systems and applications. Work with internal and external...


View Job
Business Analyst

Pretoria: Instructional Designer (Physcial Security – PSIRA B)

Requirements Degree or equivalent with specialisation in a security environment Diploma NQF 6 or equivalent in Human Resource DevelopmentOccupationally...

View Job  Pretoria: Medical Advisor

View Job
Instructional Designer (Physcial Security – PSIRA B)

Pretoria: Senior React Developer

Job purpose In this role, you will be a member of a team of talented web developers, shaping the future of our multiple e-commerce websites. These websites...


View Job
Senior React Developer

Pretoria: FAMILY OFFICE SPECIALIST

Our client with a national footprint is looking for a Family Office Specialist. Your Education Post Graduate qualification in Finance, Business or similar...


View Job
FAMILY OFFICE SPECIALIST

Pretoria: Cloud Engineer

The role is centered on the following Design, build, and manage cloud-based applications and infrastructure. Works with various cloud platforms like AWS,...


View Job
Cloud Engineer

Pretoria: Cloud Architect

Role responsibilities will include Designing and implementing cloud-based solutions for organizations. Ensuring that cloud solutions align with business...


View Job
Cloud Architect

Pretoria: ADVISOR SERVICE ADMINISTRATOR

A well known Company within the Financial Services Industry is looking for someone that can fulfill the following Formal Education Matric Experience This...


View Job
ADVISOR SERVICE ADMINISTRATOR

Pretoria: Quality Controller: Food Safety Officer

Job Title Quality Controller Food Safety Officer Location Pretoria North Salary Market related Vacancy Type Full-Time Non- negotiable qualifications and...


View Job
Quality Controller

Pretoria: Quantity Surveyor – Mining

Job Title Quantity Surveyor - Mining Location Irene - Pretoria Salary Market related depending on experience and qualifications Vacancy Type Full-Time Non-...


View Job
Quantity Surveyor – Mining

Pretoria: PARAPLANNER – PRETORIA

Our client with national footprint requires a Para-planner. Your Education A financial qualification is essential e.g. B Com finance, accounting, investment...


View Job
PARAPLANNER – PRETORIA

Pretoria: Legal Secretary

Job Title Legal Secretary Location Groenkloof- Pretoria Salary R18 000 CTC per month Vacancy Type Full-Time Non- negotiable qualifications and experience...


View Job
Legal Secretary

Pretoria: Site Reliability Engineer (Egypt, USA, Phillipines, Mexico)

Job title Site Reliability Engineer SRE Location Egypt Cairo, USA, Phillipines, India Employment Type Initial 1-year Fixed term contract with option to...

View Job  Johannesburg: Retentions Consultant- Budget posted by Telebest

View Job
Site Reliability Engineer (Egypt, USA, Phillipines, Mexico)

Pretoria East: Debtors and Billing Clerk – Urgently needed posted by Drs Alberts Bouwer en Jordaan Incorporated

Vacancy for a Debtors and Billing ClerkOncology PracticeDr Alberts, Bouwer and Jordaan Inc.Wilgers Oncology at Wilgers Hospital PretoriaQualification...


View Job
Debtors and Billing Clerk – Urgently needed

Pretoria East: Debtors Administrator posted by Cora O’Neil Recruitment Agency

Lynnwood Ridge, Pretoria DEBTORS ADMINISTRATOR x2Minimum Requirements-Well presentable and professional female, preferably aged 30 years-Afrikaans and...


View Job
Debtors Administrator

Pretoria: Business Process Manager

Key Responsibilities Set up and lead the Technical Support Operations function defining processes, building a team, and delivering seamless support to...


View Job
Business Process Manager

Pretoria: Payroll Specialist

Responsibilities Administer end-to-end payroll processing for all employees using Sage 300 . Ensure compliance with local payroll, wage, laws and best...


View Job
Payroll Specialist

Pretoria: Facilities Manager

Responsibilities Building maintenance and repairs Health and safety Manage the facilities budget for maintenance, repairs and upgrades Supplier management...


View Job
Facilities Manager

Pretoria: Legal Secretary – Third party

Third Party Legal Secretary Legal secretary-third party claims. The position is for an experienced and fully bilingual lady who has experience in third...


View Job
Legal Secretary – Third party

Pretoria: Marketing Manager

Responsibilities Define and lead the overall marketing vision and strategy Develop and implement integrated marketing plans Coordinate and manage marketing...


View Job
Marketing Manager

Pretoria: ICT and Digital Transformation Head of Department

ICT and Digital Transformation Head of Department Salary R 2.3 million CTC Based in Pretoria East Permanent Role Are you a visionary leader in project and...


View Job
ICT and Digital Transformation Head of Department

Pretoria: Industrial Engineer

As an Industrial Engineer, youll play a key role in optimizing workflows, enhancing production planning, improving quality control, and reducing operational...


View Job
Industrial Engineer

Share this to someone who needs a job:
Posted in Jobs in Northern Suburbs, Jobs in Pretoria, Jobs in South Africa

More Jobs in Your Area

Pretoria: Looking for Discovery Tied Agents / Advisors posted by Numeral Financial Services Group

Pretoria: Looking for Discovery Tied Agents / Advisors posted by Numeral Financial Services Group

Posted on 2025-07-05 00:00:00

Job Summary

Location: East Rand, Nelspruit, Durban, Western-Cape, Gauteng

We 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 and Responsibilities:

  • Develop and maintain a personal network and represent the organization at relevant industry events.
  • Source leads and referrals.
  • Identify sales opportunities while promoting the organization and enhancing its reputation.
  • Introduce internal specialists and utilize their expertise to gather and analyse client data in order to identify the correct sales opportunities and solutions.
  • Manage the customer journey from sales to on-boarding and regular portfolio review.
  • Develop and implement a customer contact plan to communicate and engage with the client regarding product launches, sales campaigns, servicing opportunities and ongoing portfolio management.
  • 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 organizations policies and procedures.
  • 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.

Desired Qualification and Experience:

  • 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.
View Job  Eastern Cape: Foreign Exchange Consultant posted by Staff Solutions

Click Go Apply to apply online!


Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Pretoria, Gauteng

Apply directly for this position. Please read all instructions carefully.

We do not process job applications; we simply aggregate and display job listings.

More related positions


Pretoria: Verification Analyst

Requirements Minimum 23 years experience as a Verification Analyst or similar role English fluency essential, Afrikaans beneficial Ability to work...


View Job
Verification Analyst

Pretoria: Electronic Engineer

As an Electronic Engineer, youll work closely with cross-functional teams to design, develop, and test electronic systems and components. This is a...


View Job
Electronic Engineer

Pretoria: Warehouse Storeman

Matric Relevant tertiary qualification in Warehousing Operations strong recommendation. Experience working in a similar warehouse, inventory or stock...


View Job
Warehouse Storeman

Pretoria: INTERMEDIATE C# DEVELOPER (CRYSTAL REPORTS) – CENTURION (ONSITE) UP TO R500K PA

A global leader in real-time vehicle and asset tracking is looking for an Intermediate C Developer to join their team and help drive the evolution of their...


View Job
INTERMEDIATE C# DEVELOPER (CRYSTAL REPORTS) – CENTURION (ONSITE) UP TO R500K PA

Pretoria: Business Analyst

Assist in gathering, analyzing, and documenting business requirements for new or enhanced systems and applications. Work with internal and external...


View Job
Business Analyst

Pretoria: Instructional Designer (Physcial Security – PSIRA B)

Requirements Degree or equivalent with specialisation in a security environment Diploma NQF 6 or equivalent in Human Resource DevelopmentOccupationally...

View Job  Durban: Billing Specialist & Customer Service Retention Manager

View Job
Instructional Designer (Physcial Security – PSIRA B)

Pretoria: Senior React Developer

Job purpose In this role, you will be a member of a team of talented web developers, shaping the future of our multiple e-commerce websites. These websites...


View Job
Senior React Developer

Pretoria: FAMILY OFFICE SPECIALIST

Our client with a national footprint is looking for a Family Office Specialist. Your Education Post Graduate qualification in Finance, Business or similar...


View Job
FAMILY OFFICE SPECIALIST

Pretoria: Cloud Engineer

The role is centered on the following Design, build, and manage cloud-based applications and infrastructure. Works with various cloud platforms like AWS,...


View Job
Cloud Engineer

Pretoria: Cloud Architect

Role responsibilities will include Designing and implementing cloud-based solutions for organizations. Ensuring that cloud solutions align with business...


View Job
Cloud Architect

Pretoria: ADVISOR SERVICE ADMINISTRATOR

A well known Company within the Financial Services Industry is looking for someone that can fulfill the following Formal Education Matric Experience This...


View Job
ADVISOR SERVICE ADMINISTRATOR

Pretoria: Quality Controller: Food Safety Officer

Job Title Quality Controller Food Safety Officer Location Pretoria North Salary Market related Vacancy Type Full-Time Non- negotiable qualifications and...


View Job
Quality Controller

Pretoria: Quantity Surveyor – Mining

Job Title Quantity Surveyor - Mining Location Irene - Pretoria Salary Market related depending on experience and qualifications Vacancy Type Full-Time Non-...


View Job
Quantity Surveyor – Mining

Pretoria: PARAPLANNER – PRETORIA

Our client with national footprint requires a Para-planner. Your Education A financial qualification is essential e.g. B Com finance, accounting, investment...


View Job
PARAPLANNER – PRETORIA

Pretoria: Legal Secretary

Job Title Legal Secretary Location Groenkloof- Pretoria Salary R18 000 CTC per month Vacancy Type Full-Time Non- negotiable qualifications and experience...


View Job
Legal Secretary

Pretoria: Site Reliability Engineer (Egypt, USA, Phillipines, Mexico)

Job title Site Reliability Engineer SRE Location Egypt Cairo, USA, Phillipines, India Employment Type Initial 1-year Fixed term contract with option to...

View Job  Cape Town: Senior Audit Professional posted by Hire Resolve

View Job
Site Reliability Engineer (Egypt, USA, Phillipines, Mexico)

Pretoria East: Debtors and Billing Clerk – Urgently needed posted by Drs Alberts Bouwer en Jordaan Incorporated

Vacancy for a Debtors and Billing ClerkOncology PracticeDr Alberts, Bouwer and Jordaan Inc.Wilgers Oncology at Wilgers Hospital PretoriaQualification...


View Job
Debtors and Billing Clerk – Urgently needed

Pretoria East: Debtors Administrator posted by Cora O’Neil Recruitment Agency

Lynnwood Ridge, Pretoria DEBTORS ADMINISTRATOR x2Minimum Requirements-Well presentable and professional female, preferably aged 30 years-Afrikaans and...


View Job
Debtors Administrator

Pretoria: Business Process Manager

Key Responsibilities Set up and lead the Technical Support Operations function defining processes, building a team, and delivering seamless support to...


View Job
Business Process Manager

Pretoria: Payroll Specialist

Responsibilities Administer end-to-end payroll processing for all employees using Sage 300 . Ensure compliance with local payroll, wage, laws and best...


View Job
Payroll Specialist

Pretoria: Facilities Manager

Responsibilities Building maintenance and repairs Health and safety Manage the facilities budget for maintenance, repairs and upgrades Supplier management...


View Job
Facilities Manager

Pretoria: Legal Secretary – Third party

Third Party Legal Secretary Legal secretary-third party claims. The position is for an experienced and fully bilingual lady who has experience in third...


View Job
Legal Secretary – Third party

Pretoria: Marketing Manager

Responsibilities Define and lead the overall marketing vision and strategy Develop and implement integrated marketing plans Coordinate and manage marketing...


View Job
Marketing Manager

Pretoria: ICT and Digital Transformation Head of Department

ICT and Digital Transformation Head of Department Salary R 2.3 million CTC Based in Pretoria East Permanent Role Are you a visionary leader in project and...


View Job
ICT and Digital Transformation Head of Department

Pretoria: Industrial Engineer

As an Industrial Engineer, youll play a key role in optimizing workflows, enhancing production planning, improving quality control, and reducing operational...


View Job
Industrial Engineer

Share this to someone who needs a job:
Posted in Jobs in Northern Suburbs, Jobs in Pretoria, Jobs in South Africa

More Jobs in Your Area