Financial Advisor

7 days ago

East London, South Africa Momentum Full time

Financial Advisor Momentum – East London, Eastern Cape, South Africa Role Purpose – Attract, acquire and retain clients by selling company products to generate new business and provide after‑sales service to ensure client retention, increase market share, and contribute to the overall business objectives and long‑term viability. Assist clients with creating a personalised financial and investment plan through providing advice according to company standards and procedures. Requirements Matric / N4 Equivalent Qualification. FAIS requirements based on DOFA date. 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 & 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. Competencies Verbal fluency. Numerical reasoning ability. Ability to plan and manage time. Self‑reliance. Resilience – determination, risk tolerance, bounce back after setbacks. Manage relationships well. Demonstrate sales behaviours (deal with difficult clients, competitive, achieving, persistent). Entrepreneurial mindset – set ambitious targets, self‑reliant, thrive in high‑risk environments, autonomy. Seniority level Entry level Employment type Full‑time Job function Finance and Sales Referrals increase your chances of interviewing at Momentum by 2x. Visit us: #J-18808-Ljbffr

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