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Financial Advisor - Cape Interior MMH251031-10
Financial Advisor - Cape Interior MMH251031-10Momentum • Paarl, Western Cape, South Africa
Financial Advisor - Cape Interior MMH251031-10

Financial Advisor - Cape Interior MMH251031-10

Momentum • Paarl, Western Cape, South Africa
1 day ago
Job description

Momentum Mossel Bay, Western Cape, South Africa

2 weeks ago Be among the first 25 applicants

Business Analyst - Support Office - IS & T

George, Western Cape, South Africa 1 month ago

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
  • 1-2 years’ experience for individuals with undergraduate degree (preferred)
  • Strong computer literacy skills
  • Fluency in English

Duties and Responsibilities

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

    Seniority level

  • Entry level
  • Employment type

  • Full-time
  • Job function

  • Finance and Sales
  • Referrals increase your chances of interviewing at Momentum by 2x

    Mossel Bay, Western Cape, South Africa 2 days ago

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    Financial Advisor • Paarl, Western Cape, South Africa

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