Financial Adviser - Port Elizabeth

Momentum Group Limited

8d

About The Position

Metropolitan is seeking a Financial Adviser in Port Elizabeth to attract, acquire, and retain clients by selling company products, generating new business, and providing after-sales service. The role supports client retention, market-share growth, and the overall business objectives and long-term viability. The adviser engages prospective clients to understand their financial needs and sells products aligned with those requirements.

Requirements

• Matric or an equivalent N4 qualification.
• Meet FAIS requirements based on the DOFA date.
• Complete relevant regulatory examinations if already working in the financial services industry.
• Two to three years of experience in a sales environment.
• Strong computer literacy skills.
• Fluency in English.
• Verbal fluency and numerical reasoning ability.
• Ability to plan and manage time.
• Self-reliance and resilience, including drive, determination, risk tolerance, and ability to recover from setbacks.
• Ability to manage relationships well.
• Sales behaviors, including handling difficult clients, competitiveness, achievement orientation, and persistence.
• Entrepreneurial approach, including setting ambitious targets, self-reliance, autonomy, and seeking financial prosperity in a high-risk environment.

Responsibilities

• Engage with prospective clients to understand their financial needs.
• Sell products that align with clients’ financial requirements.
• Accurately record client information and sales details.
• Achieve production, quality, and conversion targets.
• Comply with legislative regulations and all compliance requirements.
• Provide after-sales service to support client retention.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED