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Financial Advisor - Gauteng MMH250909-3

MomentumJohannesburg, Gauteng, South Africa

13 days ago

Job description

Momentum Johannesburg, Gauteng, South Africa

Overview

Join to apply for the Financial Advisor - Gauteng MMH -3 role 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
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

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

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

As an applicant, please verify the legitimacy of this job advert on our company career page.-

Location notes

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Financial Advisor • Johannesburg, Gauteng, South Africa

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