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 Recruiter