Permanent Financial Advisor | Momentum Group Vacancies
Job Description
Momentum Group Vacancies – Financial Advisor-Zeerust
Location: Zeerust, North West
Company: Momentum Group
Job Type: Permanent
Job Sector: Financial Services
Job Title: Financial Advisor – Zeerust
Company: Momentum Group
Closing Date: 2025/08/19
Reference Number: MMH250805-2
Position Type: Permanent
Role Family: Sales
Cluster: Metropolitan Life
Location: Zeerust, North West, South Africa
Remote Opportunity: Some of the time
Introduction
Metropolitan, a leading financial services provider with a 127-year legacy, empowers communities across Africa through affordable financial solutions. We offer funeral insurance, health coverage, savings plans, and retirement solutions to promote financial wellness. Operating in South Africa and 12 other African countries, we are dedicated to growth, security, and client satisfaction. Learn more at www.metropolitan.co.za.
Disclaimer: Verify the legitimacy of this job posting on our official career page.
Role Purpose
Attract, acquire, and retain clients by offering tailored financial products. Provide exceptional after-sales service to ensure long-term client relationships, market growth, and business sustainability.
Requirements
- 2–3 years of sales/call center experience (essential).
- 2 years in insurance/financial advising (advantageous).
- Matric/NQF 4 or equivalent; Finance/Business Management qualifications preferred.
- FAIS Compliance and RE5 certification.
- Valid driver’s license and own transport (desirable).
Duties & Responsibilities
Internal Process
- Engage prospects to align products with their financial needs through expert advice.
- Conduct affordability analyses to recommend suitable solutions.
- Advise on tax and legal implications of financial products.
- Ensure accurate client data capture and compliance with reporting deadlines.
- Meet production, quality, and conversion targets while adhering to regulations.
Client
- Resolve queries promptly and escalate issues when needed.
- Deliver accurate advice and reports to uphold service standards.
- Foster trust through professional advisory services and proactive relationship-building.
People
- Collaborate with peers and stakeholders to drive innovation and change.
- Pursue continuous learning and contribute to a culture of excellence.
Finance
- Optimize cost efficiency and manage company resources responsibly.
- Mitigate risks by providing actionable recommendations.
Competencies
- Examining Information: Analytical problem-solving.
- Interacting with People: Relationship-building and networking.
- Convincing People: Persuasive communication and negotiation.
- Articulating Information: Clear, confident explanations.
- Thinking Positively: Resilience and optimism.
- Meeting Timescales: Deadline-driven performance.
Policy
We promote Employment Equity, diversity, and inclusion. Applications from people with disabilities are encouraged.
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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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