Financial Advisor at Discovery Limited

About DFC Reef

• DFC Reef are inspired by the difference we make in the lives of our clients, being there for them when they need it most. We are looking for suitably experienced financial advisers who share our passion for service excellence to join our team & to build a career as a financial planner with Discovery.
• The individual will be responsible for growing a client base and will market all products across the entire Discovery group – Discovery Life, Discovery Invest, Discovery Health, Discovery Insure, Discovery Business Insurance and Discovery Bank. DFC Reef branch offer a variety of culture of people with years of experienced financial advisors  and junior advisors we ensure that we create a culture of sharing ideas.
• Focus in our branch from the support team is to make it easy for the advisor to get business accepted quickly and also getting you Infront of your clients.  DFC Reef team has advisors Top ranked in Discovery.

Personal Attributes and skills:

• Strong Customer focus
• Networking skills
• Able to work autonomously.
• Strong Planning and organisational skills

Experience Required:

• NQF 5 industry recognized qualification (minimum of 120 credits)
• RE 5 (preferrable but not essential)
• No previous financial planning experience necessary but will be beneficial.

Important Information about the Role:

• Own vehicle essential
• Gauteng based working from home (office allowance offered) or office based in Pretoria and Johannesburg.
• Full product training & financial planning training offered.
• Ongoing support and assistance from business development managers.
• Be willing to be part of a team
• Training allowance offered during first two months.
• Commission only & incentives paid on targets reached.
• Full employee benefits – group life, income protection & pension / provident offered.

Employment Equity

• The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.