Looking for Discovery Tied Agents / Advisors
Numeral Financial Services Group
Pretoria
5d ago
source : Job Placements

SUMMARY : JOB DESCRIPTION :

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.
  • 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.
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