Field Sales Financial Advisor

Momentum; South Africa; Remote; ZAR 350,000 - 550,000; Full time

Benefits offered by this job

Base salary + commission structure

Health, dental, and vision insurance

Retirement savings plan

Professional development and training

Flexible remote work

Job summary

Momentum is seeking a Remote Financial Advisor to join its expanding advisory team. Serve clients nationwide from a remote location, crafting personalized financial plans and investment strategies to help clients reach long‑term financial goals.

The role emphasizes client-first service, expert guidance in investments, retirement, and estate planning, with strong communication skills and proficiency in remote financial software and CRM tools.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Certifications such as CFP, Series 7, and Series 65 (or ability to obtain).
• Minimum of 3 years of experience in financial planning or wealth management.
• Strong understanding of investment products, financial markets, and retirement planning strategies.
• Excellent communication, interpersonal, and client relationship management skills.
• Proficiency with financial planning software and CRM systems, adapted for remote work.

Responsibilities

• Assess clients' financial situations, including income, expenses, assets, and liabilities.
• Develop personalized financial plans encompassing investment, retirement, insurance, and estate planning.
• Provide expert advice on investment strategies and manage client portfolios to align with risk tolerance and goals.
• Educate clients on financial products and market trends to empower informed decision‑making.
• Build and maintain long‑term relationships with clients through regular communication and reviews.
• Ensure compliance with all industry regulations and company policies in a remote environment.

Skills

Communication skills

Interpersonal skills

Client relationship mgmt

Education

Bachelor's degree in Finance, Economics, Business

Tools

CRM systems

Financial planning software

Job description

Our client is seeking a dedicated and client-focused Remote Financial Advisor to join their expanding advisory team. This role offers the flexibility to serve clients nationwide from a remote location, providing personalized financial planning and investment strategies. You will be responsible for understanding clients' financial goals, developing tailored plans, and guiding them towards achieving financial security and prosperity. This is an excellent opportunity for a proactive advisor who is passionate about helping individuals manage their wealth and achieve long‑term financial success in a dynamic, remote setting.

About the Role

Our client is seeking a dedicated and client-focused Remote Financial Advisor to join their expanding advisory team. This role offers the flexibility to serve clients nationwide from a remote location, providing personalized financial planning and investment strategies. You will be responsible for understanding clients' financial goals, developing tailored plans, and guiding them towards achieving financial security and prosperity. This is an excellent opportunity for a proactive advisor who is passionate about helping individuals manage their wealth and achieve long‑term financial success in a dynamic, remote setting.

Key Responsibilities

• Assess clients' financial situations, including income, expenses, assets, and liabilities.
• Develop personalized financial plans encompassing investment, retirement, insurance, and estate planning.
• Provide expert advice on investment strategies and manage client portfolios to align with their risk tolerance and goals.
• Educate clients on financial products and market trends to empower informed decision‑making.
• Build and maintain long‑term relationships with clients through regular communication and reviews.
• Ensure compliance with all industry regulations and company policies in a remote environment.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Relevant certifications such as CFP, Series 7, and Series 65 (or ability to obtain).
• Minimum of 3 years of experience in financial planning or wealth management.
• Strong understanding of investment products, financial markets, and retirement planning strategies.
• Excellent communication, interpersonal, and client relationship management skills.
• Proficiency with financial planning software and CRM systems, adapted for remote work.

Benefits

• Competitive base salary plus attractive commission and bonus structure.
• Comprehensive health, dental, and vision insurance.
• Generous retirement savings plan.
• Ongoing professional development and training opportunities.
• Flexible work schedule and the ability to work from anywhere.

Our client, a leading financial services provider, is seeking a motivated and client-focused Remote Financial Advisor to join their fully remote advisory team. This position is ideal for individuals passionate about helping clients achieve their financial goals through comprehensive insurance solutions. As a remote‑first role, you will leverage technology to connect with clients, understand their needs, and provide personalized financial advice and insurance product recommendations. The ideal candidate will possess strong communication skills, a deep understanding of various insurance products, and a commitment to ethical financial planning. You will have the autonomy to manage your client relationships and schedule, working from the comfort of your home office. We are dedicated to supporting our remote advisors with cutting‑edge tools, ongoing training, and a collaborative virtual community. This is an excellent opportunity to build a rewarding career in financial advising within a supportive and innovative insurance organization, with the unparalleled flexibility of remote work. Your expertise will empower clients to secure their financial future.

Our client, a reputable financial services firm specializing in insurance solutions, is seeking a dedicated Financial Advisor to join their fully remote team. This role is ideal for a motivated professional who is passionate about helping clients achieve their financial goals through comprehensive insurance planning. You will provide expert advice on life insurance, retirement planning, and investment‑linked policies. As a remote position, you will conduct client consultations via video conferencing and digital platforms, managing your schedule and client interactions effectively. This is a fantastic opportunity to leverage your expertise in financial planning and insurance within a flexible, work‑from‑home setup, serving clients nationwide. We are committed to providing our remote advisors with the tools and support needed to excel and build lasting client relationships.

Key Responsibilities

• Conduct comprehensive financial needs analyses with clients to understand their goals and risk tolerance.
• Provide expert advice on a range of insurance products, including life, health, and investment‑linked policies.
• Develop tailored financial plans and recommend suitable insurance solutions.
• Build and maintain strong, long‑term relationships with a diverse client base.
• Stay up‑to‑date on market trends, new financial products, and regulatory changes.
• Adhere to all regulatory requirements and ethical standards in financial advice.
• Achieve and exceed sales targets and client satisfaction metrics.
• Utilize CRM and other digital tools to manage client interactions and track progress.
• Educate clients on financial planning principles and insurance benefits.
• Collaborate with internal support teams to ensure seamless client service.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Relevant professional certifications (e.g., CFP, FAIS accreditation