Financial Advisor

4 weeks ago

Bellville, South Africa Momentum Full time

Overview Momentum Somerset West, Western Cape, South Africa 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. 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. Qualifications Matric/ N4 Equivalent Qualification. FAIS requirements based on DOFA date. Relevant regulatory examinations if you are already working in the financial services industry. 1 - 2 years’ experience for individuals with undergraduate degree (preferred). 2 - 3 years in a Sales environment. Strong computer literacy skills. Fluency in English. Job Details Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales Referral programs may increase your chances of interviewing at Momentum. #J-18808-Ljbffr

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