Financial Advisor MMH251121-24
1 week ago
Role Purpose Attract, acquire and retain clients by selling company products to generate new business and to provide after‑sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long‑term viability, to assist clients with creating a personalised financial and investment plan through providing advice according to set company standards and procedures. Qualifications Matric/N4 Equivalent Qualification. FAIS requirements based on date of DOFA. Relevant regulatory examinations if already working in the financial services industry. 5 years’ experience for individuals with matric. 1‑2 years’ experience for individuals with undergraduate degree (preferred). Strong computer literacy skills. Fluency in English. Driver's licence (desirable). Duties and Responsibilities Engage with prospect clients to understand their financial needs. Sell products that align with the clients’ financial requirements. Accurately record client information and sales details. Achieve targets related to production, quality and conversion. Comply with legislative regulations and adhere to all compliance requirements. As an applicant, please verify the legitimacy of this job advert on our company career page. #J-18808-Ljbffr
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Financial Advisor
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Uniondale, South Africa Momentum Full timeMomentum Uniondale, Western Cape, South Africa Financial Advisor Momentum Metropolitan is one of the oldest financial services brands in South Africa. With a 127-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth...
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Impactful Financial Advisor: Build Plans
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Uniondale, South Africa Momentum Full timeA leading financial services provider is seeking a Financial Advisor in Uniondale, Western Cape. The role involves attracting and retaining clients, providing personalized financial and investment plans, and selling company products. Ideal candidates will have strong computer literacy, fluency in English, and relevant experience in the financial sector. This...
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Uniondale, South Africa Momentum Full timeLocation: Momentum Uniondale, Western Cape, South Africa Posted: 1 week ago – Be among the first 25 applicants Metropolitan is one of the oldest financial services brands in South Africa. With a 127‑year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial...
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Financial Advisor: Build Client Wealth
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Uniondale, South Africa Momentum Full timeA leading financial services company in Uniondale is seeking individuals for entry-level positions focused on client engagement and product sales. Candidates will sell products that meet clients’ financial requirements and help create personalized financial plans. The role mandates strong computer literacy, English fluency, and a matric qualification....
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Uniondale, South Africa Metropolitan Full timeA financial services company in Uniondale seeks a professional to attract and retain clients by selling products that meet their financial needs. Candidates should have a Matric/N4 Equivalent Qualification and 5 years of experience or 1-2 years with an undergraduate degree. Strong computer literacy skills and fluency in English are essential, along with a...
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Financial Advisor
1 week ago
Oudtshoorn - Calitzdorp - De Rust - Prince Albert - Barrydale - Ladismith - Uniondale, Western Cape, South Africa Momentum Group Limited Full time R250 000 - R500 000 per yearIntroductionMetropolitan is one of the oldest financial services brands in South Africa. With a 127-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.Metropolitan operates in South Africa, but the...
