Website Discovery Limited
We are a proudly South African-born, global company with health, life and short term insurance operations in South Africa and the United Kingdom, and a presence in Germany, France, the United States, Canada, Australia, Singapore, Hong Kong, Philippines, Thailand, Malaysia, China and Japan through our Global Vitality Network. We uphold our promise of shared value by being a positive disruptor that focusses on bringing about sustainable change in the lives of the people and communities we serve across the globe.
Discovery Limited: Financial Advisor Vacancy in Gauteng.
Key Purpose of the role
- The role involves policy and benefit reviews to identify client needs. The Financial Advisor will ensure that clients are always aware of product enhancements that may benefit their existing or new need. The Financial Advisor will always conduct financial needs analysis and or assess risk appetite before recommending changes to their existing product structure and or fund portfolios.
Job Category
- We are looking for a suitably experienced Financial Advisor to become part of our vibrant and dynamic sales team. This individual will consult with existing Discovery Life, Invest and Insure clients to offer them specialist advice on their current products, benefits and or fund selection. This role drives ongoing servicing of existing clients and as such is remunerated on a non-commissionable basis.
Key Responsibilities
Your tasks will typically involve:
- conducting in-depth reviews of clients’ financial goals, from risk protection to wealth creation
- conducting a financial needs analysis and preparing proposals best suited to meet individual clients’ requirements
- providing clients with information on new and existing products, benefits and services
- designing financial strategies
- assisting clients to make informed decisions
- reviewing and responding to clients changing needs and financial circumstances
- contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
- Review client policies regularly to determine if adjustments are needed because of personal or financial changes
Personal Attributes and skills:
- Strong Customer focus
- Networking skills
- Proactive engagement
- Service orientated mind-set is critical
- Strong Planning and organisational skills
Qualifications and Experience:
Minimum
- Wealth management qualification with at least 120 credits
- RE5 qualification
- At a minimum 2 years’ experience as a Financial Advisor
Beneficial:
- Understanding of Financial Planning
- Knowledge of insurance (short-term, health, risk and investment industry)
