Permanent
Looking for Discovery Tied Agents / Advisors
Unknown, Unknown
unknown
Closing date not listed
About this role
Finance/Accounting - Other Finance/Accounting
Pretoria
FULL TIME
Job Summary
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.
Numeral Financial Services Group
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