Financial Advisor - Cape Interior MMH251031-10

Momentum; Mossel Bay; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company in Mossel Bay seeks a candidate to attract, acquire, and retain clients by selling financial products. Responsibilities include engaging with clients, achieving sales targets, and ensuring compliance with regulations. Candidates should have strong computer literacy, fluency in English, and relevant qualifications. This role promotes growth and stability within the organization.

Qualifications

• FAIS requirements based on DOFA date.
• Relevant regulatory examinations if already working in the financial services industry.
• 1-2 years’ experience for individuals with undergraduate degree preferred.

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

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)
• 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.

-227383768