Financial Advisor

at M&M Investment Holdings
Published May 8, 2025
Expires June 16, 2025
Location Pretoria, South Africa
Category Finance  
Job Type Full-Time  

Description

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join our company.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads

Competencies
Action Oriented
Balances Stakeholders
Builds Networks
Collaborates
Communicates Effectively
Customer Focus
Drives Results
Ensures Accountability

Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circumstances – and their goals. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.

Please send your resume/CV

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