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    • New Openings at Momentum

    Posted: Jan 30, 2024
    Deadline: Not specified
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  • Financial Adviser - Peninsula

    Requirements    

    • Matric/ N4 Equivalent Qualification.
    • FAIS requirements based on DOFA date
    • Relevant regulatory examinations if you are already working in the financial services industry.
    • 5 years’ experience for individuals with matric
    • 1-2 years’ experience for individuals with undergraduate degree (preferred)
    • Strong computer literacy skills
    • Fluency in English

    Duties & 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.

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified? Go to momentum.erecruit.co to apply

    Build your CV for free. Download in different templates.

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