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Imagine a world where people live healthier, more enhanced and protected lives… A world in which each organisation is a powerful influencer and responsible corporate citizen, committed to being a force for social good. As a leading innovator in healthcare, wellness, insurance, investments, financial and life planning, Discovery works ceaselessly to...
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Key Purpose of the role
The role involves policy and benefit reviews to identify client needs. The financial adviser will ensure that clients are always aware of product enhancements that may benefit their existing or new need. The financial adviser 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 adviser 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:
Personal Attributes and skills:
Qualifications and Experience:
Minimum
Beneficial:
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