Discovery Financial Advisor - Pretoria, South Africa - Aluma Capital

Aluma Capital
Aluma Capital
Verified Company
Pretoria, South Africa

3 days ago

Thabo Mthembu

Posted by:

Thabo Mthembu

beBee Recruiter
Description

Position:
Discovery Financial Advisor

Location:
National

  • Aluma Capital strives to be South-Africa's leading Asset and Fund Management Company. In partnership with Discovery Invest we provide several investment options to our clients, including longterm insurance and retirement annuity products._

Who are we looking for?


A Financial Advisor (financial agent / broker) who will be responsible for selling the Company's financial services to new clients and will facilitate business growth.


Why work for us?

  • No desk fees.
  • Financial support for the first 6 months (bridging salary).
  • Monthly commission payments.
  • We provide prequalified and prepaid leads generated by a vast number of marketing campaigns.
  • A-Grade chargefree office space and meeting rooms for your client meetings and daytoday work.
  • Trainings at the Company's expense.

Requirements:


  • 2 or more years' experience as a Financial Advisor within the financial services industry, life and investment essential.
  • Matric/Grade 12 or SAQA Accredited Equivalent Essential.
  • 120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
  • RE 5 certificate.
  • Proven sales track record.

Duties

  • Presenting the Company's products and conducting sales.
  • Conduct customer needs analysis and advise accordingly.
  • Provide feedback on daily activities (calls, appointments, sales etc.)
  • Develop and maintain client network.
  • Use company's resources and expertise to analyse client needs.
  • Facilitate additional lead generation.
  • Work in CRM, keeping client's information complete and up to date.
  • Undergo necessary scheduled trainings and upskilling sessions.

Application Question(s):

  • Do you have a RE5 certificate?
  • Do you have a full qualification in Wealth Management / Financial Planning?

Education:


  • High School (matric) (required)

Experience:

Financial Advisor: 2 years (required)
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