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Financial Advisor - Tshwane MMH250911-7
MomentumPretoria, Gauteng, South Africa15 days ago
Job descriptionMatric / 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 1-2 years’ experience on insurance for individuals with undergraduate degree (preferred) Strong computer literacy skills Fluency in English Seniority level : Mid-Senior level Employment type : Full-time Job function : Finance and Sales
Overview
Financial Advisor - Tshwane MMH -7 at Momentum
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.
Responsibilities
- Engage with prospective clients to understand their financial needs
- Sell products that align with the clients’ financial goals
- Accurately record client information and sales details
- Achieve targets related to production, quality and customer service
- Comply with legislative regulations and adhere to all compliance requirements
Requirements
Employment details
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Financial Advisor • Pretoria, Gauteng, South Africa