Financial Advisor - West Rand
Momentum Metropolitan Holdings LimitedKrugersdorp, ZA19 hours ago
Job descriptionAttract, 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. 2 - 3 years’ experience in a Sales / Call Centre environment (essential) 2 years’ experience in the insurance and / or financial services industry rendering financial advice (advantageous) Matric or equivalent NQF 4 qualifications National Senior Certificate in Finance / Business Management and or equivalent relevant qualification FAIS Compliance Requirements Regulatory examination (RE) 5 Driver’s license and own transport (desirable) Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process. Sell products in line with client’s financial needs by conducting affordability analysis to achieve clients’ financial goals. Calculated and advise on tax and legal implications of products and or changes. Accurately capture client information, relevant actions and sales on the systems. Accurately complete all administrative and reporting requirements within agreed timeframes. Achieve set targets on production, quality and conversion. Adhere to compliance requirements in the sales process in line with legislative requirements. Provide financial advice in line with the engagement strategy to enhance client’s financial wellness. Investigate client queries within the agreed service level and ensure that client receives timeous feedback. Escalate client queries to the relevant department or stakeholder. Provide accurate information and advice to clients and stakeholders to ensure that the client receives the appropriate services. Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders. Build and maintain relationships with clients and internal and external stakeholders. Make recommendations to improve client service and fair treatment of clients within area of responsibility. Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service. Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services. Develop and maintain productive and collaborative working relationships with peers and stakeholders. Positively influence and participate in change initiatives. Continuously develop own expertise in terms of professional, industry and legislation knowledge. Contribute to continuous innovation through the development, sharing and implementation of new ideas. Take ownership for driving career development. Identify solutions to enhance cost effectiveness and increase operational efficiency. Manage financial and other company resources under your control with due respect. Provide input into the risk identification processes and communicate recommendations in the appropriate forum Examining Information : Analyse and process information; ask probing questions and strive to find solutions to problems. Interacting with People : Project enthusiasm and focus on building strong relationships and networks. Convincing People : Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others. Articulating Information : Be eloquent and explain concepts well and project social confidence when articulating information. Thinking Positively : Optimistic and positive; recover easily from setbacks and obstructions. Meeting Timescales : Strong focus on meeting target and deadlines 2025 / 11 / 30 Customer Service jobs
Job title : Financial Advisor - West Rand
Job Location : Gauteng, Krugersdorp
Deadline : December 04, 2025
Quick Recommended Links
- Jobs by Location
- Job by industries
Role Purpose
Requirements
Duties & Responsibilities
INTERNAL PROCESS
CLIENT
PEOPLE
FINANCE
Competencies
Closing Date
Create a job alert for this search
Financial Advisor • Krugersdorp, ZA
Related jobs
)
- Promoted
Financial Advisor - Westrand MMH251003-20
MetropolitanMogale City Local Municipality, Gauteng, South Africa Financial Advisor - Westrand MMH.Metropolitan Mogale City Local Municipality, Gauteng, South Africa.Role summary and responsibilities are focused on attracting, acquiring and retaining clients by s...Show moreLast updated: 23 days ago
- Promoted
Financial Advisor - Vanderbijlpark
iMasFinance Co-operative (Ltd)Gauteng, South Africa Effective marketing of life assurance and funeral products within the Vanderbijlpark-Gauteng area.Selling of life assurance and funeral policies.
Conducting clients needs analysis.Servicing new and ...Show moreLast updated: 30+ days ago
- Promoted
Aspiring Financial Advisor
Old MutualGauteng, South Africa Showing 16 Aspiring Financial Advisor jobs in Boksburg.OMF Client Relations Consultant.Boksburg, Gauteng R - R Y Old Mutual South Africa.
Let\'s Write Africa\'s Story Together.Old Mutual is a firm...Show moreLast updated: 30+ days ago
- Promoted
Financial Advisor Rusternburg
MetropolitanRustenburg, North West, South Africa 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 contribu...Show moreLast updated: 30+ days ago
- Promoted
Advancing Financial Advisor- JHB
Old MutualJohannesburg, ZA Job title : Advancing Financial Advisor- JHB.Job Location : Gauteng, Johannesburg.A minimum of Matric or equivalent .A minimum 12 months’ financial services experience as a Financial Adviser&n...Show moreLast updated: 21 days ago
- Promoted
Financial Advisor Johannesburg
PPSJohannesburg, Gauteng, South Africa Financial Advisor Johannesburg.Financial Advisor Johannesburg.The key purpose of this role is to provide professional financial services to a client or a member.
The successful candidate will be res...Show moreLast updated: 30+ days ago
- Promoted
Financial Advisor Gauteng
Bertlie RecruitmentGauteng, South Africa Our client is looking for Financial Advisors : .Qualifications and requirements : .Full Qualification (120 credits).Excellent interpersonal skills.
Opportunity to earn up to 130% commission.Admin suppor...Show moreLast updated: 30+ days ago
- Promoted
Financial Advisor - Rustenburg MMH251003-18
MetropolitanRustenburg, North West, 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 shar...Show moreLast updated: 23 days ago
- Promoted
Financial Advisor - Rustenburg
MomentumRustenburg, North West, South Africa 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 servi...Show moreLast updated: 30+ days ago
- Promoted
Financial Advisor - Centurion
iMasFinanceCenturion, Gauteng, South Africa Job title : Financial Advisor - Centurion.Job Location : Gauteng, Centurion.Effective marketing of life assurance and funeral products within the Centurion area.
Selling of life assurance and funeral ...Show moreLast updated: 30+ days ago
- Promoted
Become A Financial Advisor
Liberty Standard Bank GroupRustenburg, North West, South Africa Hey! Let me fetch the job description for you.Location : Rustenburg Company : Liberty Standard Bank Group.Liberty is Recruiting Financial / Wealth Advisor.
Love Sales Love the Financial Service Indust...Show moreLast updated: 3 days ago
- Promoted
Financial Advisor - Johannesburg
Liberty Group South AfricaJohannesburg, ZA Job title : Financial Advisor - Johannesburg.Job Location : Gauteng, Johannesburg.A confident, driven and opportunistic individual is required to offer financial solutions and benefits to clients a...Show moreLast updated: 30+ days ago
- Promoted
Financial Advisor -Gauteng MMH251003-11
MetropolitanJohannesburg, Gauteng, South Africa 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 contribu...Show moreLast updated: 23 days ago
- Promoted
Advancing Financial Advisor-Boksburg
Old MutualGauteng, South Africa Showing 17 Advancing Financial Advisor Boksburg jobs in Boksburg.Boksburg, Gauteng R - R Y Old Mutual South Africa.Let's Write Africa's Story Together.
Old Mutual is a firm believer in the African...Show moreLast updated: 3 days ago
- Promoted
Salaried Financial Advisor
Old Mutual South AfricaRustenburg, North West, South Africa Job title : Salaried Financial Advisor.Company : Old Mutual South Africa.Location : Rustenburg, North-West, South Africa.
Closing Date : 29 September 2026, 23 : 59.The appointment will be made from the de...Show moreLast updated: 30+ days ago
- Promoted
Financial Advisor - (Salaried)
Discovery LimitedGauteng, South Africa Financial Advisor - (Salaried).Discovery’s core purpose is to make people healthier and to enhance and protect their lives.
We seek out and invest in exceptional individuals who understand and suppo...Show moreLast updated: 30+ days ago
- Promoted
Financial Advisor - Northcliff / Randburg
Platinum TalentRandburg, Gauteng, South Africa Our client is a trusted provider in the Wealth Management and Risk Solutions space, offering clients holistic advice and tailored strategies to protect and grow their financial well-being.Their cor...Show moreLast updated: 19 days ago
- Promoted
Financial Advisor Gauteng / Western Cape
SureXGauteng, South Africa These jobs were popular with other job seekers.The ideal candidate must be able to sell and deliver personalized solutions to help clients work toward their financial goals and what their current a...Show moreLast updated: 30+ days ago