Financial Advisor - Oudtshoorn at Momentum Metropolitan Holdings Limited

- 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... Financial Advisor - Oudtshoorn ------------------------------ * Job Type Full Time * Qualification Matric * Experience 2 - 3 years * Location Western Cape * Job Field Sales and Business Development Role Purpose * Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability. Requirements * Matric/ N4 Equivalent Qualification. * FAIS requirements based on DOFA date * Relevant regulatory examinations if you are already working in the financial services industry. * 1 - 2 years’ experience for individuals with undergraduate degree * 2 - 3 years in a Sales environment * 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. Competencies * Verbally fluent * Numerical reasoning ability * Be able to plan and manage their time. * Self-reliant * Be resilient (drive, determination, risk tolerance, bounce back after setbacks) * Manage relationships well. * Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent). * Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy) Closing Date * 2026/10/09 Check how your CV matches this job Method of Application ------------------------- Interested and qualified? Go to Momentum Metropolitan Holdings Limited on momentumgroupltd.erecruit.co to apply Build your CV for free. Download in different templates.