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

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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.
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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.



GO APPLY NOW

Safe & secure application process

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How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
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Posted in Jobs in Gauteng, Jobs in Northern Suburbs, Jobs in Pretoria, Jobs in South Africa

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

Advertisement



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.
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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.



GO APPLY NOW

Safe & secure application process

Advertisement



Advertisement




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


Job Seeker Tip

Join professional associations in your field to expand your network and knowledge.

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

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Midrand: Finance Accountant CA (Reporting & Compliance) POS25289 posted by Emporium Human Capital

Jobs in Midrand October 24, 2025
Accountant Accounting Accounting Management Audit Construction Emporium Human Capital Gauteng Jobs in Midrand Midrand

Finance Accountant CA (Reporting & Compliance) POS25289 Location: Midrand Salary: R 550 000 to R 650 000 per annum (depending on experience)…

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Brits, NW: Hospitality & Lodge Management (Commercial Manager) – POS25285 posted by Emporium Human Capital

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Posted in Jobs in Gauteng, Jobs in Northern Suburbs, Jobs in Pretoria, Jobs in South Africa

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