Growth-Driven Financial Adviser

Momentum

Gqeberha

On-site

ZAR 180,000 - 300,000

Full time

2 days ago
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Job summary

Momentum in South Africa is recruiting for a sales-focused role based in Gqeberha. The successful candidate will engage with prospect clients, identify financial needs, and sell suitable momentum products while ensuring accurate record-keeping and adherence to compliance.

The position requires 2-3 years in a sales environment, Matric/N4, FAIS regulatory awareness, and strong computer literacy. English fluency is essential to communicate with clients and stakeholders.

Qualifications

  • Fluent English is required.
  • 2-3 years of sales experience is required.
  • Strong computer literacy and familiarity with basic software.

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

Fluent English
2-3 years sales experience
Computer literacy

Education

Matric / N4 Equivalent
FAIS DOFA compliance
Regulatory examinations

Job description

Momentum in South Africa is recruiting for a sales-focused role based in Gqeberha. The successful candidate will engage with prospect clients, identify financial needs, and sell suitable momentum products while ensuring accurate record-keeping and adherence to compliance.

The position requires 2-3 years in a sales environment, Matric/N4, FAIS regulatory awareness, and strong computer literacy. English fluency is essential to communicate with clients and stakeholders.

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