Job Summary
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 long-term 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 3 - 6 months (bridging salary).
- 24/7 Admin support in applications and CRM work.
- Monthly commission payments.
- We provide pre-qualified and pre-paid leads generated by a vast number of marketing campaigns.
- A-Grade charge-free office space and meeting rooms for your client meetings and day-to-day 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
- Communicating with clients, including phone calls, e-mails and personal meetings.
- 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 analyze 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.
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