Financial Wellness Advisor – Central Region

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

Job summary

A leading financial services provider in Bloemfontein seeks sales professionals to attract, acquire, and retain clients through effective product selling. Candidates must have a Matric/N4 qualification and relevant regulatory exams, along with 1-3 years of experience in sales. Responsibilities include understanding client needs, achieving sales targets, and maintaining compliance with regulations. This role offers the chance to contribute to increasing the company's market share and overall business objectives.

Qualifications

• 1 - 2 years’ experience for individuals with 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

Relevant regulatory examinations

Job description

A leading financial services provider in Bloemfontein seeks sales professionals to attract, acquire, and retain clients through effective product selling. Candidates must have a Matric/N4 qualification and relevant regulatory exams, along with 1-3 years of experience in sales. Responsibilities include understanding client needs, achieving sales targets, and maintaining compliance with regulations. This role offers the chance to contribute to increasing the company's market share and overall business objectives.