Financial Advisor Western Cape (Somerset West) MMH250731-11
MomentumSomerset West, Western Cape, South Africa30+ days ago
Job descriptionEngage 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. Entry level Full-time Finance and Sales
Overview
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 share and contribute to the 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.
- 5 years’ experience for individuals with matric
- 1-2 years’ experience for individuals with undergraduate degree (preferred)
- Strong computer literacy skills
- Fluency in English
Duties and Responsibilities
Seniority level
Employment type
Job function
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Advisor Western Cape • Somerset West, Western Cape, South Africa
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