Financial Adviser - Central (Bloemfontein/ Kimberley) MMH251215-7

Momentum; Bloemfontein; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company in Bloemfontein seeks an energetic Sales Consultant to attract, acquire, and retain clients by selling products that meet their financial needs. The ideal candidate should have a Matric/N4 equivalent qualification and 1-3 years of relevant sales experience. Strong computer literacy and fluency in English are essential. This role involves engaging with clients, achieving sales targets, and ensuring compliance with regulations. If you are ready to contribute to the company's growth, apply now!

Qualifications

• 1 - 2 years’ experience for individuals with an undergraduate degree (preferred).
• 2 - 3 years in a Sales environment.

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

Strong computer literacy skills

Fluency in English

Education

Matric/ N4 Equivalent Qualification

FAIS requirements based on DOFA date

Relevant regulatory examinations

Job description

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 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.

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