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  • Posted: Feb 5, 2024
    Deadline: Not specified
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    Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
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    Financial Advisor Cape West Coas - Parowt

    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 Metropolitan Holdings Limited on momentummetropolitan.internal.erecruit.co to apply

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