Client-Centric Financial Advisor

Momentum; Qonce; On-site; ZAR 112,000 - 190,000; Full time

Job summary

Momentum is seeking a dynamic sales professional in the Eastern Cape to attract, acquire and retain clients by selling company products, generating new business, and delivering after-sales service to ensure client retention and growth. Momentum engages with prospect clients, understands financial needs, presents suitable products, records client details accurately, and strives to meet production targets while complying with regulations.

Qualifications

• Matric/N4 equivalent qualification.
• FAIS requirements based on DOFA date.
• Regulatory examinations if you are already working in the financial services industry.
• 2-3 years in a Sales environment.
• Strong computer literacy skills.
• Fluency in English.

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.

Skills

Sales experience

Computer literacy

Fluent English

Education

Matric/N4 Equivalent Qualification

Job description

Momentum is seeking a dynamic sales professional in the Eastern Cape to attract, acquire and retain clients by selling company products, generating new business, and delivering after-sales service to ensure client retention and growth. Momentum engages with prospect clients, understands financial needs, presents suitable products, records client details accurately, and strives to meet production targets while complying with regulations.