Financial Advisor - Gauteng at Momentum Metropolitan Holdings Limited

Role Purpose    

• Attract, acquire and retain clients by selling company products to generate new business and provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and their long-term viability.

Requirements    

• Matric/ N4 Equivalent
• FAIS requirements based on DOFA date
• Relevant regulatory examinations if you are already working in the financial services
• 5 years’ experience in sales and/or customer service with 2 years’ experience selling insurance through sales fields
• 1-2 years’ experience on insurance for individuals with undergraduate degree (preferred)
• Strong computer literacy skills
• Fluency in English

Duties & Responsibilities    

• Engage with prospective clients to understand their financial
• Sell products that align with the clients’ financial
• Accurately record client information and sales details
• Achieve targets related to production, quality and
• Comply with legislative regulations and adhere to all compliance

Competencies    

• Verbally fluent
• Numerical reasoning ability
• Be able to plan and manage their
• Self-reliant
• Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
• Manage relationships
• Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
• Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)