Financial Advisor Fochville Jobs at Momentum Metropolitan Holdings Limited in Pretoria, Gauteng

Published 3 months ago

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Momentum Metropolitan Holdings Limited company opens jobs for Financial Advisor Fochville positions in the Gauteng region. The type of work we provide is Full-time.

The criteria for the employees we need are having Finance and Sales skills with Mid-Senior level experience, as well as employees who are honest, disciplined and responsible.

The estimated salary offered by this company is quite competitive around R 4 500 - R 15 000 (per month). However, the salary can go up or down depending on the company that decides it.

The Headhunters company itself is engaged in Financial Services, of course if you are interested in applying for this company, you can register immediately.

Job Information

Company:Momentum Metropolitan Holdings Limited
Position:Financial Advisor Fochville
Region:Gauteng, Pretoria - Gauteng
Job Function:Finance and Sales
Seniority Level:Mid-Senior level
Salary:ZAR 4.500 - ZAR 15.000 per Month
Employment Type:Full-time
Industry:Financial Services

Job Description

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 longterm viability.


2 years’ experience in a sales and/or customer service role

2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)

Matric or equivalent NQF 4 qualification

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 prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.

Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.

Calculated and advise on tax and legal implications of products and or changes.

Accurately capture client information, relevant actions and sales on the systems.

Accurately complete all administrative and reporting requirements within agreed timeframes.

Achieve set targets on production, quality and conversion.

Adhere to compliance requirements in the sales process in line with legislative requirements.

Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.


Investigate client queries within the agreed service level and ensure that client receives timeous feedback.

Escalate client queries to the relevant department or stakeholder.

Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.

Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders.

Build and maintain relationships with clients and internal and external stakeholders.

Make recommendations to improve client service and fair treatment of clients within area of responsibility.

Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.


Develop and maintain productive and collaborative working relationships with peers and stakeholders.

Positively influence and participate in change initiatives.

Continuously develop own expertise in terms of professional, industry and legislation knowledge.

Contribute to continuous innovation through the development, sharing and implementation of new ideas.

Take ownership for driving career development.


Identify solutions to enhance cost effectiveness and increase operational efficiency.

Manage financial and other company resources under your control with due respect.

Provide input into the risk identification processes and communicate recommendations in the appropriate forum.


  • Bonus for overtime
  • Gain experience
  • Comfortable work environment

Job Application Information

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Company Information

Momentum Metropolitan Holdings Limited

Industry: Financial Services

Momentum Metropolitan Holdings Limited is a leading financial services provider in South Africa, offering a broad range of solutions and services. The company is active in five strategic markets: insurance, asset management, banking, employee benefits and health. Through its divisions, Momentum Metropolitan offers personalized services and solutions designed to meet each of their client’s specific needs, whether for personal, commercial or corporate requirements. The company’s operating entities include; Momentum Metropolitan Life, Metropolitan Asset Managers, Momentum Bank, Momentum Employee Benefits and Momentum Health. Momentum Metropolitan takes great pride in their ability to offer the best possible solutions and services in order to build mutual value and create long-term success for their clients.

Check other vacancies from the company: Momentum Metropolitan Holdings Limited