Financial Adviser - Mthatha MMH261022-4

Momentum; Gqeberha; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Momentum in South Africa is seeking a results-driven sales professional to attract, acquire and retain clients by offering financial products and services. You will engage with prospects, assess needs, and close sales while maintaining high compliance standards.

Ideal candidates have Matric/N4, FAIS compliance knowledge, 2–3 years in sales, strong computer skills and fluency in English. Role supports career growth within a client-focused financial services environment.

Qualifications

• Matric or N4 equivalent required.
• FAIS requirements based on DOFA date.
• Regulatory examinations if already in financial services.
• 2–3 years in a sales environment.
• Strong computer literacy.

Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products aligning with 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 compliance requirements.

Skills

English fluency

Computer literacy

Sales experience

Education

Matric/N4 Equivalent Qualification

FAIS DOFA compliance

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.
• 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