Financial Advisor- Vryburg Branch - Noordwes - Momentum Group Limited

Description

Job Title: Financial Advisor

At Momentum Group Limited, we are seeking a highly motivated and results-driven Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in attracting, acquiring, and retaining clients by selling our company's products.

Key Responsibilities:

• Engage with prospective clients to highlight the features and benefits of our products based on their financial needs.
• Sell products in line with client's financial needs by conducting affordability analysis to achieve their financial goals.
• Provide accurate information and advice to clients and stakeholders to ensure they receive the appropriate services.
• Build and maintain relationships with clients and internal/external stakeholders.

Requirements:

• 2-3 years experience in a Sales/Call Centre environment (essential)
• 2 years' experience in the insurance and/or financial services industry rendering financial advice (advantageous)
• Matric or equivalent NQF 4 qualification
• National Senior Certificate in Finance/Business Management and/or equivalent relevant qualification
• FAIS Compliance Requirements (Regulatory examination RE5)
• Driver's license and own transport (desirable)

Preferred Qualifications:

• Professional certification in financial planning or related field
• Excellent communication and interpersonal skills
• Ability to work under pressure and meet deadlines

Working Environment:

The ideal candidate will be part of a dynamic team that values innovation, professionalism, and customer satisfaction. You will have the opportunity to develop your skills and expertise in a supportive and collaborative environment.

What We Offer:

• A competitive salary and benefits package
• Ongoing training and development opportunities
• A chance to make a real difference in people's lives

How to Apply:

If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, please submit your application, including your resume and cover letter, to [insert contact information].