Pretoria: Looking for Discovery Tied Agents / Advisors posted by Numeral Financial Services Group
Job Description
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.
Ready to Apply?
Click below to apply directly with the employer
Safe & secure application
Explore More Opportunities
Get Similar Job Alerts
Job Seeker Tip
Practice common interview questions with a friend or family member to build confidence.
How to Apply
Click “GO APPLY” to visit the company’s application page.
Follow their instructions carefully.
JVR Jobs connects you with employers – we don’t process applications directly.
Latest Job Opportunities
Gauteng: Sales Consultant Johannesburg Fire Sprinkler Systems posted by Jobs 4 All
Job PurposeThe purpose of this role is secure sales through implementing sales initiatives, building networks and channels, responding to leads,…
View JobIsando: Senior Revit Designer Johannesburg posted by Jobs 4 All
Job SummaryThe Senior Revit Designer leads the design and coordination of high-quality, fully compliant fire protection systems. This role includes...
View JobGauteng: Junior Revit Designer Johannesburg posted by Jobs 4 All
Job SummaryThe purpose of this role is to support the design and development of fire protection systems using Revit, ensuring…
View JobGauteng: Intermediate Revit Designer Johannesburg posted by Jobs 4 All
Job SummaryThe Intermediate Revit Designer plays a key role in the design and coordination of fire protection systems using Revit.…
View JobWestern Cape: Contracts Manager – Fire Protection Industry Cape Town, South Africa posted by Jobs 4 All
Job PurposeWe are seeking an experienced and dynamic Contracts Manager to oversee the successful execution of fire protection projects within…
View JobLenasia: Shift maintenance technician (Millwright) In the Plastic Industry– Lenasia – Gauteng posted by Jobs 4 All
Job Summary The Technician is responsible for diagnosing and solving mechanical, hydraulic, pneumatic, electrical and other faults on plant and...
View Job
Browse Employers
Job Alerts