Financial Advisor - Griqualand Region at Momentum Metropolitan Holdings Limited January, 2025

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- Financial Advisor - Griqualand Region at Momentum Metropolitan Holdings Limited
- View Jobs in Banking / Financial Services / View Jobs at Momentum Metropolitan Holdings Limited
Posted: Jan 22, 2025

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 - Griqualand Region
- Job Type Full Time
- Qualification Matric
- Experience 1 - 2 years
- Location Eastern Cape
- Job Field Finance / Accounting / Audit , Sales and Business Development
Requirements
- Matric or equivalent NQF 4 qualification
- 1-2 years’ experience in a sales and/or customer service role
- 1-2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Compliance with FAIS Fit and Proper requirements
- Finance or Business related tertiary qualification (desirable)
- Driver’s license and own transport (desirable)
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.
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Method of Application

Interested and qualified? Go to Momentum Metropolitan Holdings Limited on momentumgroupltd.internal.erecruit.co to apply

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Financial Advisor - Griqualand Region at Momentum Metropolitan Holdings Limited

Financial Advisor - Griqualand Region

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Financial Advisor - Griqualand Region at Momentum Metropolitan Holdings Limited

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