Discovery Financial Advisors - Durban - Durban
Company is looking for experienced life and investment financial advisors to be based in Umhlanga.
Company offers the following:
- Provision of office space and full infrastructure for financial advisors
- Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms
- Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft access
- Access to business coaching and client advice support
- Assistance with practice management
- Training support, i.e. technical and soft skills training
- Access to an effective lead generation systems and training
- Support with succession planning
- Support with unlocking of equity from adviser practices
Requirements:
- Matric or NQF4 equivalent certification (Essential)
- Tertiary Certificate and or Degree (Essential)
- Financial qualification and or RE5 accredited (Beneficial)
- Drivers license with own vehicle (Essential)
- Sales Experience and Skills (Essential)
- 1 year financial industry experience (Beneficial)
- Latest 6 Months commissions statements (Beneficial)
Remuneration and benefits:
- 100% commission
- Office, Telephone, and IT support
- Joint Calls with experienced advisors
- Full Admin Support
- Paraplanner (for highly productive advisers)
- Dialler
- Leads
- Promotion Days
- Marketing support
- Compliance
- Dedicated BC
- Specialist support
- Internal Product Training
- External Training Support/Coaching
- PI Cover
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