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Financial Advisor - Peninsula at Momentum Metropolitan Holdings Limited

Momentum Metropolitan Holdings Limited
Full-time
On-site
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 (preferred)
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


2026/03/31