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  • Posted: Jan 30, 2024
    Deadline: Not specified
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    Momentum is a trusted partner on your journey to financial wellness. We guide you by offering leading advice, products and services. We are committed to helping you fulfill your lifelong financial needs, by providing relevant and unique solutions to suit your budget and individual circumstances. It is our aim to build and maintain enduring relationships by p...
    Read more about this company

     

    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.

    Method of Application

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

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