Overview
Financial Advisor – Nelson Mandela Bay/Talent Pool MMH Jobs in Graaff Reinet, South Africa at Momentum
Position: Financial Advisor – Nelson Mandela Bay (Talent Pool) MMH250116-6
Location: Graaff Reinet
Role Purpose
To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education. 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 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 and 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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Title: Financial Advisor – Nelson Mandela Bay/Talent Pool MMH
Company: Momentum
Location: Graaff Reinet, South Africa
Category: Sales (Financial Sales, Insurance Sales), Finance & Banking (Financial Sales, Insurance Sales)
