Financial Advisor – (Salaried)

Job Overview

A Financial Advisor at Discovery Limited in Gauteng, South Africa, will guide clients towards healthier, more protected financial lives by offering expert advice on healthcare, wellness, insurance, investments, and financial planning.

Company Overview

Discovery Limited is a global financial services organization headquartered in South Africa, recognized as a leading innovator in healthcare, wellness, insurance, investments, and financial planning. The company is driven by a passion for enhancing lives, committed to creating shared value through its Vitality program, and operates with strong values of leadership, honesty, innovation, and fairness. With a significant international presence, Discovery aims to be the best shared value insurance organization globally, fostering sustainable change.

Quick Details

• Salary Range: Market Competitive
• Job Type: Full-time
• Qualifications: Bachelor’s Degree
• Experience: 2 Year+

Key Responsibilities

• Provide expert financial advice on healthcare, wellness, insurance, investments, and life planning.
• Build and maintain strong client relationships, understanding their financial goals and needs.
• Develop personalized financial plans and solutions tailored to individual client requirements.
• Educate clients on Discovery’s innovative products, including the Vitality program.
• Ensure compliance with all financial regulations and company policies.
• Actively participate in ongoing professional development and training.

Requirements

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Minimum of 2 years of experience in financial advisory or a related sales role.
• Strong understanding of financial products, insurance, and investment principles.
• Excellent communication, interpersonal, and client-facing skills.
• Proven ability to work independently and as part of a team.
• Relevant financial certifications or licenses (e.g., FAIS accreditation) are highly advantageous.

Benefits

• Competitive salary package with performance incentives.
• Comprehensive health, wellness, and insurance benefits through Discovery’s own programs.
• Opportunities for career growth and professional development within a global company.
• Access to innovative tools and resources to support client advisory services.
• Engaging work environment committed to social good and enhancing lives.
• Work with a market leader recognized for innovation and shared value.