Pretoria: Discovery Financial Advisor posted by Numeral Financial Services Group
Posted on 2025-07-06 00:00:00
| Employer | Numeral Financial Services Group |
|---|---|
| Category | Other Insurance |
| Location | Gauteng / Pretoria |
Job Summary
We are looking for specialist with extensive knowledge in how to sell and building new networks. Someone who fully understands the Sales lifecycle, inclusive of client services. The ideal candidate will also have an unsatiable hunger to write his/her own cheque and will be innovative in finding new ways to find customers. Someone who has a passion for people and who remains fit and proper at all times.
You may be wondering, what does such a fantastic individuals duties include?
- Responsible for reaching target, as and when determined by the Company;
- Selling and marketing Discovery products to the public;
- Cold calling clients to obtain business and leads;
- Gathering information and documentation needed to request quotations from Discovery and fulfil compliance standards;
- Perform financial needs analysis to assess the needs of the client, before a product is presented;
- Make sure all compliance documentation is complete and has been discussed with / approved by the client, prior to the policy being activated;
- Daily feedback on leads provided, by capturing same on the system;
- Develop and maintain a personal network and represent the organisation at relevant industry events;
- Source leads and referrals;
- Rerouting of client to underwriting and/or claims department when required;
- Identify sales opportunities while promoting the organisation and enhancing its reputation;
- Manage the customer journey from sales to on-boarding and regular portfolio review this includes continuous follow-ups when applicable, regarding outstanding documentation etc.;
- 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 organisations policies and procedures and Discoverys products;
- 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.
Are there any specific skills and attributes required?
- Attention to detail and a high level of accuracy;
- Ability to work under pressure;
- Self-starter & excellent organising skills;
- Good verbal, written and communication skills;
- Committed and reliable with integrity and honesty;
- Loyalty toward the organisation;
- Tenacity, Attendance & Punctuality;
- Needs to have resilience and must be optimistic;
- Be able to work accurately and effectively in a highly pressurised environment;
- Accountability and a team player;
- Good time management skills;
- Problem solving skills, by effectively identifying problems as soon as they arise;
- Ability to be able to think out of the box;
Take a look at the what the requirements for this amazing job is:
- 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.
Value Proposition
- 100 % commission earned;
- Bridging Finance offered to give our advisors a kick start;
- No admin or desk fees;
- An option of bi-monthly and/or monthly commission;
- Admin assistance and back-office support;
- P-Grade office space and meeting rooms;
- Ongoing marketing campaigns & continuous lead provision;
- Paperless onboarding solutions;
- Electronic KYC process;
- Electronic signature (OTP).
Click Go Apply to apply online!
Get Similar Job Alerts
More jobs in Pretoria
More jobs in Gauteng
Browse Other Insurance 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: Finance Administrator posted by Cora O’Neil Recruitment Agency
Waterkloof Glen, Pretoria FINANCE ADMINISTRATORMinimum Requirements-Young, presentable and professional Afrikaans speaking preferably female aged late 20s...
View Job
Finance Administrator
Pretoria: HOD Hospital Benefits Manager posted by Medical Placements
Registered Nursingpharmacist or any other relevant tertiary qualification essentialMedical Scheme administration experience of 3 years and more...
View Job
HOD Hospital Benefits Manager
Pretoria: Financial Accountant (JB5297) posted by Kontak Recruitment
Financial Accountant JB5297Pretoria, Gauteng Compensation R28 000 - R35 000 per month Category Finance and Accounting A rapidly growing financial services...
View Job
Financial Accountant (JB5297)
Pretoria North: Financial Manager – Half Day posted by Sheli Placements
Finance Manager A well-established Jewish retirement community, is seeking an experienced and detail-oriented Finance Manager to oversee its financial...
View Job
Financial Manager – Half Day
Pretoria: QA/QC Controller – Engineering & Manufacturing Industry
Duties Responsibilities Define and implement compliance with quality standards and procedures across all projects. Ensure that quality assurance checklists...
View Job
QA/QC Controller – Engineering & Manufacturing Industry
Pretoria: SALES REPRESENTATIVE
Role Responsibility New sales hunter Effective management of sales and marketing Sales of manned guarding Identification of potential new business...
View Job
SALES REPRESENTATIVE
Pretoria East: SAIPA Trainee Accountant Learnership posted by PCE Accountants
ResponsibilitiesThe position includes duties and responsibilities as outlined in the SAIPA logbook, including accounting, auditing, taxation, and...
View Job
SAIPA Trainee Accountant Learnership
Pretoria: Splunk Developer – Midrand / Centurion- Semi- Remote – R600 PH
We combine precision engineering with cutting-edge technology to shape the future of mobility. Our global digital infrastructure supports everything from...
View Job
Splunk Developer – Midrand / Centurion- Semi- Remote – R600 PH
Pretoria: Front End Angular Developer – Midrand / Centurion- Semi- Remote – R650 PH
Were looking for a skilled and passionate Full Stack Java Developer to help us build scalable, user-centric applications that support our global operations...
View Job
Front End Angular Developer – Midrand / Centurion- Semi- Remote – R650 PH
Pretoria: DevOps Engineer (Dev Background) – Midrand / Centurion -Semi – Remote – R600 PH
Driving pleasure doesnt stop with the vehicle it extends to how we build, deploy, and operate our digital products. As we evolve into a fully digital...
View Job
DevOps Engineer (Dev Background) – Midrand / Centurion -Semi – Remote – R600 PH
Pretoria: Solutions Architect (Ansible essential) – Midrand / Centurion -Semi – Remote – R750 PH
Our client is an innovation isnt just a concept its our legacy and our future. Were driving the transformation from a premium automotive manufacturer to a...
View Job
Solutions Architect (Ansible essential) – Midrand / Centurion -Semi – Remote – R750 PH
Pretoria: JavaScript Software Engineer – Midrand / Semi -Remote – R600 PH
Were looking for a talented and motivated Software Engineer to join our growing team. In this role, youll design, develop, test, and maintain software...
View Job
JavaScript Software Engineer – Midrand / Semi -Remote – R600 PH
Pretoria: Senior Site Reliability Engineer – Midrand / Centurion- Semi- Remote – R650 PH
Our client in the Manufacturing industry specialises with building premium vehiclesthey engineer the future of mobility. Currently in search for a Senior...
View Job
Senior Site Reliability Engineer – Midrand / Centurion- Semi- Remote – R650 PH
Pretoria: Banqueting & Conference Manager
Duties Responsible for ensuring that operating equipment in the department is balanced and variances are accounted for. Guide and discipline staff in the...
View Job
Banqueting & Conference Manager
Pretoria: General Floor Manager
Roles and Responsibilities Lead and manage floor staff to ensure smooth day-to-day operations. Oversee customer service and handle escalated complaints or...
View Job
General Floor Manager
Pretoria: BMW Technician – Diagnostic, Group Technician & Normal Technician
BMW Technician - Diagnostic, Group Technician Normal Technician R18000 - R25000 Pretoria East Rand Our clients are looking for experienced, qualified BMW...
View Job
BMW Technician – Diagnostic, Group Technician & Normal Technician
Pretoria: Procurement Head – Professional Services R (1.6m) – Public Sector – EE posted by PATON PERSONNEL
Provide strategic, tactical and operational leadership across planning and procurement for successful SOE. Manage substantial budget and large team. Minimum...
View Job
Procurement Head – Professional Services R (1.6m) – Public Sector – EE
Pretoria: Customer Care Manager – Pretoria or JHB South posted by Top Talent Professional Services
We are seeking a highly motivated and experienced Customer Care Manager to lead our customer care team and ensure exceptional customer service experiences...
View Job
Customer Care Manager – Pretoria or JHB South
Pretoria: MK 15874 – Control Installation / Fibre Technician
Employer Description Our client is an electrical engineering contracting company specializing in power generation Job Description Install control panels,...
View Job
MK 15874 – Control Installation / Fibre Technician
Pretoria: New Vehicle Sales Executive posted by Intercon Recruitment
Top-Selling, Fast-Moving Brand Afrikaans Speaking Franchised DealershipFuel your future with a top-performing dealership!Join a fast-paced, high-energy...
View Job
New Vehicle Sales Executive
Pretoria: Financial Manager
Large manufacturer based in Watloo looking for a Financial Manager Must come from Manufacturing or Workshop type backgroundenvironment Must be comfortable...
View Job
Financial Manager
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