Join Discovery as a Financial Advisor – Build a Brighter Future for Clients!

At Discovery, our mission is to improve lives by making people healthier and offering financial protection. We invest in top talent who share our vision and values, fostering a high-energy and innovative work environment. As a global leader in the financial services industry, we are dedicated to creating meaningful change while maintaining financial success.

Role Overview

We are seeking a Financial Advisor to join our dynamic sales team. This role involves providing expert financial guidance to existing Discovery Life, Invest, and Insure clients. The ideal candidate will assess client needs, conduct financial planning reviews, and recommend solutions that align with their financial goals. This position focuses on client servicing rather than commission-based sales, ensuring a consistent and rewarding client-advisor relationship.

Key Responsibilities

• Conduct detailed financial needs analyses to align products with client goals.
• Offer insights into product benefits, enhancements, and new financial opportunities.
• Provide ongoing financial advice across risk protection, investment, and wealth creation.
• Develop personalized financial strategies tailored to individual client needs.
• Regularly review client policies and recommend necessary adjustments.
• Keep clients informed about legislative changes and new financial products.
• Build and maintain strong client relationships through consistent engagement.

Required Skills & Attributes

• Strong customer focus and relationship management skills.
• Excellent networking and proactive engagement capabilities.
• Service-oriented mindset with a consultative approach.
• Exceptional planning and organizational skills.
• Ability to communicate complex financial concepts in a clear, relatable manner.

Qualifications & Experience

• Minimum Requirements:
  • Wealth Management qualification (minimum 120 credits).
  • RE5 certification.
  • At least 2 years of experience as a Financial Advisor.
• Preferred Qualifications:
  • Strong knowledge of financial planning principles.
  • Experience in the short-term, health, risk, or investment insurance sectors.

Diversity & Inclusion

Discovery is committed to creating a diverse and inclusive workplace. As an Equal Opportunities Employer, we actively encourage applications from candidates of all backgrounds, including individuals with disabilities.