Permanent Financial Advisor | Momentum Group Vacancies
Job Description
Momentum Group Vacancies – Financial Advisor – Estcourt/Mooi River/Bergville/Weenen/Colenso
Location: Estcourt, KwaZulu-Natal
Company: Momentum Group
Job Type: Permanent
Job Sector: Financial Services
Job Title: Financial Advisor – Estcourt/Mooi River/Bergville/Weenen/Colenso
Company: Momentum Group
Closing Date: 2025/08/08
Reference Number: MMH250709-9
Position Type: Permanent
Role Family: Sales
Cluster: Metropolitan Life
Location: Estcourt, KwaZulu-Natal, South Africa
Introduction
Metropolitan is one of South Africa’s oldest and most trusted financial services brands, with a 125-year legacy of empowering communities through affordable financial solutions. Operating in South Africa and six other African countries, we provide comprehensive financial wellness products, including funeral insurance, health cover, savings plans, and retirement solutions.
Role Purpose
Attract, acquire, and retain clients by selling tailored financial products. Provide excellent after-sales service to ensure client retention, increase market share, and support long-term business growth.
Requirements
- Matric or N4 Equivalent Qualification.
- FAIS compliance based on DOFA date.
- Relevant regulatory exams (if already in the financial services industry).
- 5 years’ experience for matriculants; 1-2 years for degree holders (preferred).
- Strong computer skills and fluency in English.
- Valid driver’s license.
Duties & Responsibilities
- Engage prospects to assess financial needs.
- Recommend and sell suitable financial products.
- Maintain accurate client and sales records.
- Achieve production, quality, and conversion targets.
- Adhere to compliance and regulatory standards.
Competencies
- Strong verbal and numerical skills.
- Excellent planning and time management.
- Resilience and self-reliance.
- Relationship management and sales-driven mindset.
- Entrepreneurial spirit with ambitious goal-setting.
Policy
We promote Employment Equity, diversity, and inclusion. Applications from people with disabilities are encouraged.
Visit our official careers page to verify this opportunity.
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How to Apply
To apply for this position, click the “Apply Now” button or follow the specific instructions provided in the job description. Ensure that your CV and supporting documents are up to date and relevant to the position.
Please note: This job posting may be closed at any time by the employer, either due to internal recruitment policies, legal requirements, or once a suitable candidate has been found. We encourage you to apply as early as possible.
Only shortlisted candidates will be contacted.
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