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Financial Advisor - Gauteng

Momentum Metropolitan Holdings LimitedZA

12 days ago

Job description

Job title : Financial Advisor - Gauteng

Job Location : Gauteng,

Deadline : October 14, 2025

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Role Purpose

Attract, acquire and retain clients by selling company products to generate new business and provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and their long-term viability.

Requirements

Matric / N4 Equivalent

FAIS requirements based on DOFA date

Relevant regulatory examinations if you are already working in the financial services

5 years’ experience in sales and / or customer service with 2 years’ experience selling insurance through sales fields

1-2 years’ experience on insurance for individuals with undergraduate degree (preferred)

Strong computer literacy skills

Fluency in English

Duties & Responsibilities

Engage with prospective clients to understand their financial

Sell products that align with the clients’ financial

Accurately record client information and sales details

Achieve targets related to production, quality and

Comply with legislative regulations and adhere to all compliance

Competencies

Verbally fluent

Numerical reasoning ability

Be able to plan and manage their

Self-reliant

Be resilient (drive, determination, risk tolerance, bounce back after setbacks)

Manage relationships

Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).

Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)

Sales / Retail / Business Development jobs

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Financial Advisor • ZA

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