Trainee Financial Advisor

About the role

The Trainee Financial Advisor will support Momentum Metropolitan Namibia in promoting and selling its accredited insurance policies to both existing and prospective clients. This position blends client‑facing advisory work with the development of a personal sales pipeline, providing a solid foundation for a career in financial services.

Key responsibilities

• Source, develop and grow an individual client base through networking, prospecting and referrals.
• Meet clients in person to provide tailored insurance advice.
• Manage and strengthen internal and external relationships.
• Provide ongoing advice to existing clients to promote retention.

Required profile

• Matric/Grade 12 qualification.
• A degree in Marketing, Business Management or an equivalent qualification.
• Relevant industry‑specific qualifications such as a NAMFISA licence.
• COP qualification is an added advantage.
• Understanding of the Namibian insurance industry.

Required skills