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Financial Advisor - Peninsula MMH
Job in
Bellville, 7530, South Africa
Listed on 2025-12-22
Listing for:
Momentum
Full Time
position Listed on 2025-12-22
Job specializations:
-
Sales
Financial Sales, Insurance Sales
Job Description & How to Apply Below
Momentum – Financial Advisor – Peninsula – Bellville, Western Cape, South Africa
Job OverviewAttract, acquire, and retain clients by selling company products, generating new business, and providing after‑sales service to ensure client retention, increase market share, and contribute to overall business objectives and its long‑term viability.
Requirements- Matric / N4 Equivalent Qualification
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry
- 2–3 years in a sales environment
- Strong computer literacy skills
- Fluency in English
- 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.
Entry level
Employment TypeFull‑time
Job FunctionFinance and Sales
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