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Digital Portfolio & Financial Wellness Planner

Job in Centurion, 0014, South Africa
Listing for: Momentum Life
Full Time position
Listed on 2026-03-11
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services company in Centurion seeks a professional to attract, acquire, and retain clients by designing and delivering financial plans suited to their needs. The ideal candidate should have a degree in Financial Planning and 3-5 years of sales experience in the insurance industry. Responsibilities include engaging clients, conducting financial analyses, and providing tailored financial advice.

This role offers an opportunity to develop your expertise while making impactful client connections.
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