Pretoria: Looking for Discovery Tied Agents / Advisors posted by Numeral Financial Services Group
Posted on 2025-07-05 00:00:00
| Employer | Numeral Financial Services Group |
|---|---|
| Category | Other Finance/Accounting |
| Location | Gauteng / Pretoria |
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.
Click Go Apply to apply online!
Get Similar Job Alerts
More jobs in Pretoria
More jobs in Gauteng
Browse Other Finance/Accounting Jobs
Browse Numeral Financial Services Group Jobs
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 East: Accounts And Admin Manager posted by Global Propcon Pty Ltd
Were hiring a hands-on Financial Operations Manager to join our fast-paced team immediately. Based in Silver Lakes, Pretoria East, this role supports both...
View Job
Accounts And Admin Manager
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: Backend Developer
Skills and Knowledge essential Design and build data stores with complex relationships relational or NoSQL. BuiltDesigned distributed systems, back-end...
View Job
Backend Developer
Pretoria: Workshop Manager
ACCOUNTABILITIES RESPONSIBILITIES Incident Reporting and Communication Report any incidents accidents immediately to Operations manager. Ensure clear...
View Job
Workshop Manager
Pretoria: Legal recoveries consultant, Pretoria East
Legal recoveries consultant, Pretoria East required for a motor vehicle collision claims department. Experience in motor vehicle claims and recoveries is...
View Job
Legal recoveries consultant, Pretoria East
Pretoria: Graphic Designer
If youre ready to bring fresh ideas, visual impact, and design excellence to a results-driven team, this Graphic Designer opportunity is the perfect blend...
View Job
Graphic Designer
Pretoria: General Supervisor â Terminal Operations – Maritime
Duties Responsibilities Supervise all operational activities during the shift, including vessel loadingunloading and yard movements Allocate berthing...
View Job
General Supervisor â Terminal Operations – Maritime
Pretoria: Web Designer
REQUIREMENTS 2 years of experience. Proven experience in website building your portfolio or links will be requested upon shortlisting, please keep it at...
View Job
Web Designer
Pretoria: Internal Sales Administrator
Minimum Requirements Matric 3 years experience in a similar role Valid Drivers License Own Vehicle Candidate must be confident and bubby Must have...
View Job
Internal Sales Administrator
Pretoria: Electrical and Instrumentation (E&I) Draughtsperson
Duties Responsibilities Develop and update detailed 2D and 3D electrical and instrumentation drawings using MicroStation CAD software. Collaborate with...
View Job
Electrical and Instrumentation (E&I) Draughtsperson
Pretoria: Candidate Attorney
Minimum Requirements Completed LLB Degree with strong academic transcript Advantage OR Almost finish with Degree 3 - 4 years study Completed law school...
View Job
Candidate Attorney
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: Junior Production Manager
RESPONSIBILITIES Ensuring all operational processes and procedures are strictly followed Identify the exact quality and specification of the commodity...
View Job
Junior Production Manager
Pretoria: Training Instructor
Deliver theoretical and practical firearm training sessions. Manage training administration and maintain accurate training records. Facilitate training...
View Job
Training Instructor
Pretoria: Systems Engineer – Hybrid
Our client is searching for a Systems Engineer to join their team in Pretoria Hybrid Contract Permanent a probation period will apply Remote working Half...
View Job
Systems Engineer – Hybrid
Pretoria: Accounting and Auditing Manager
Minimum requirements Completed SAICA or SAIPA Articles with a bachelors degree in finance or a related field. Strong knowledge of financial reporting...
View Job
Accounting and Auditing Manager
Pretoria: Bookkeeper
Roles and Responsibilities Job title Bookkeeper. Location Lynwood, Pretoria. Salary R 20 000 R 22 000. Bookkeeping experience. Employment Details Employment...
View Job
Bookkeeper
Pretoria: Marketing Manager
Minimum requirements Minimum 5 years of marketing experience, with at least 2 years in a retail-focused environment. Bachelors degree in Marketing,...
View Job
Marketing Manager
Pretoria: Industry Support Liaison/ Association Support (Contract)
Duties and Responsibilities Experience with membership recruitment a similar role is required non-negotiable Matric required Related tertiary qualification...
View Job
Industry Support Liaison/ Association Support (Contract)
Pretoria: Conveyancer
Minimum requirements LLB Admitted Attorney Admitted Conveyancer 3- 5 Years experience as a Conveyancer dealing with transfers Good communication skills in...
View Job
Conveyancer
Pretoria: Recruitment Consultant
Ready to take on a fast-paced industry where your effort real rewards ? Network Recruitment is looking for target-driven individuals ready to build a...
View Job
Recruitment Consultant
Pretoria: Plumber
PLUMBER RESPONSIBILITIES The Plumber is responsible for carrying out day to day maintenance related plumbing works as assigned by the Manager....
View Job
Plumber
Pretoria: Financial Assistant
A leading pharmaceutical company based in Pretoria North is looking for a dedicated and detail-oriented Financial Assistant to join their dynamic finance...
View Job
Financial Assistant