Financial Adviser

3 days ago

Milnerton, South Africa Momentum Full time

Financial Adviser - Cape City Momentum – Milnerton, Western 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 overall business objectives and long‑term viability. Requirements Matric/N4 equivalent qualification FAIS requirements based on DOFA date Relevant regulatory examinations if already working in the financial services industry 1–2 years’ experience for individuals with an undergraduate degree (preferred) Strong computer literacy skills Fluency in English Duties & Responsibilities Engage with prospective 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 Verbally fluent Numerical reasoning ability Ability to plan and manage time Self‑reliant Resilient (drive, determination, risk tolerance, bounce back after setbacks) Manage relationships well Demonstrate sales behaviours (deal with difficult clients, competitive, achieving, persistent) Entrepreneurial (set ambitious targets, self‑reliant, financial prosperity in high‑risk environment, autonomy) Seniority Level Entry level Employment Type Full‑time Job Function Finance and Sales #J-18808-Ljbffr

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