Financial Adviser - Central

Momentum Metropolitan Holdings LimitedZA

10 days ago

Job description

Job title : Financial Adviser - Central

Job Location : Western Cape,

Deadline : December 04, 2025

Quick Recommended Links

Jobs by Location
Job by industries

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)

2 - 3 years in a Sales environment

Strong computer literacy skills

Fluency in English

Duties & 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.

Competencies

Verbally fluent

Numerical reasoning ability

Be able to plan and manage their time.

Self-reliant

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

Manage relationships well.

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

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

Closing Date : December 4, 2025

Sales / Retail / Business Development jobs

Create a job alert for this search

Financial Adviser • ZA

Related jobs

Promoted

Financial Adviser AIFA (FAIS)

Absa Group LimitedZA

Job title : Financial Adviser AIFA (FAIS).To identify the long term (life) risk and give advice to clients on their life assurance needs using the limited architecture framework.To provide solution...Show moreLast updated: 30+ days ago

Promoted

Aspiring Financial Adviser-Mafikeng

Old MutualZA

Job title : Aspiring Financial Adviser-Mafikeng.Aspires to be a Financial Adviser.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one ...Show moreLast updated: 30+ days ago

Promoted

Aspiring Financial Adviser- Pinelands

Old MutualZA

Job title : Aspiring Financial Adviser- Pinelands.Aspires to be a Financial Adviser.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join on...Show moreLast updated: 30+ days ago

Promoted

Aspiring Financial Adviser- Witbank

Old MutualZA

Job title : Aspiring Financial Adviser- Witbank.Aspires to be a Financial Adviser.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one ...Show moreLast updated: 30+ days ago

Promoted

Commissioned Financial Adviser-Pinelands

Old MutualZA

Job title : Commissioned Financial Adviser-Pinelands.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance...Show moreLast updated: 30+ days ago

Promoted

Advancing Financial Adviser-Vredendal

Old MutualZA

Job title : Advancing Financial Adviser-Vredendal.A minimum of Matric or equivalent .A minimum 12 months’ financial services experience as a Financial Adviser . A minimum of Long-term Insu...Show moreLast updated: 30+ days ago

Promoted

Advancing Financial Adviser- Witbank

Old MutualZA

Job title : Advancing Financial Adviser- Witbank.Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying ...Show moreLast updated: 30+ days ago

Promoted

Aspiring Financial Adviser- Limpopo

Old MutualZA

Job title : Aspiring Financial Adviser- Limpopo.Aspires to be a Financial Adviser.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one ...Show moreLast updated: 30+ days ago

Promoted

Aspiring financial Adviser-Standerton, Ermelo, Nelspruit

Old MutualZA

Job title : Aspiring financial Adviser-Standerton, Ermelo, Nelspruit.Aspires to be a Financial Adviser.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneuria...Show moreLast updated: 30+ days ago

Promoted

Financial Adviser (Fais)

Absa Group LimitedZA

Job title : Financial Adviser (Fais).To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce t...Show moreLast updated: 30+ days ago

Promoted

Sanlam Financial Adviser : SFG

Sanlam LimitedSouth Africa

Sanlam Life Ltd is one of the top financial services providers in the South African market.We’re all about building strong, lasting relationships with our financial advisors.We know that you have h...Show moreLast updated: 30+ days ago

Promoted

Advancing Financial Adviser- Pinelands

Old MutualZA

Job title : Advancing Financial Adviser- Pinelands.Qualifications and Experience .A minimum of Matric or equivalent .A minimum 12 months’ financial services experience as a Financial Adv...Show moreLast updated: 30+ days ago

Promoted

Advancing Financial Adviser-Ceres

Old MutualZA

Job title : Advancing Financial Adviser-Ceres.A minimum of Matric or equivalent .A minimum 12 months’ financial services experience as a Financial Adviser . A minimum of Long-term Insuranc...Show moreLast updated: 30+ days ago

Promoted

Aspiring Financial Adviser-Witbank

Old MutualZA

Job title : Aspiring Financial Adviser-Witbank.Aspires to be a Financial Adviser.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one o...Show moreLast updated: 30+ days ago

Promoted

Direct Financial Advisor Contact-Centre

Old MutualZA

Job title : Direct Financial Advisor Contact-Centre.A clear criminal and credit check.Proven computer literacy and digital dexterity. Excellent communication skills (written and verbal).Building Tru...Show moreLast updated: 30+ days ago

Promoted

Aspiring Financial Adviser-North West

Old MutualZA

Job title : Aspiring Financial Adviser-North West.Aspires to be a Financial Adviser.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join on...Show moreLast updated: 30+ days ago

Promoted

Advancing Financial Adviser-Knysna

Old MutualZA

Job title : Advancing Financial Adviser-Knysna.Qualifications and Experience .A minimum of Matric or equivalent .A minimum 12 months’ financial services experience as a Financial Adviser...Show moreLast updated: 30+ days ago

Promoted

Financial Adviser - Umngeni

MetropolitanZA

Job title : Financial Adviser - Umngeni.Role Purpose .To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education....Show moreLast updated: 30+ days ago