Financial Adviser - Cape Interior Western Cape

at Momentum Metropolitan Holdings Limited

Full Time

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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

Competencies

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.

Closing Date

2026/08/31

APPLICATION INFORMATION

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Salary

0 - 0 ZAR

Monthly based

Location

Western Cape

Job Overview

Job Posted:

2 months ago

Job Type

Full Time

Job Role

Entry level role

Education

Matric

Total Vacancies

Variable

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Financial Adviser - Cape Interior Western Cape

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Financial Adviser - Cape Interior Western Cape

APPLICATION INFORMATION

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