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Financial Advisor [Tshwane] MMH260505-2

๐Ÿข
Metropolitan
๐Ÿ“ centurion, South-Africa
๐Ÿ“
Location centurion
๐Ÿ“…
Posted June 09, 2026
๐Ÿš—
Commute Local Area
๐ŸŽฏ
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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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 long-term viability.

Requirements

  • 2 - 3 yearsโ€™ experience in a Sales/ Call Centre environment (essential)
  • 2 yearsโ€™ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
  • Matric or equivalent NQF 4 qualifications
  • National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
  • FAIS Compliance Requirements
  • Regulatory examination (RE) 5
  • Driverโ€™s license and own transport (desirable)

Duties and Responsibilities

INTERNAL PROCESS

  • Engage with prospective clients to highlight the features and benefits of various produc...

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๐Ÿ“ Location Details

๐ŸŒ†
City
centurion
๐Ÿ—บ๏ธ
Country
South-Africa
๐Ÿš—
Commute
Local Area

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