Momentum Job Openings – Financial Advisor

Website Momentum

Job Description:

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.

Job Responsibilities:

  • Achieve set targets on production, quality and conversion.
  • 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.
  • 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.
  • Manage financial and other company resources under your control with due respect.
  • Develop and maintain productive and collaborative working relationships with peers and stakeholders.
  • Accurately capture client information, relevant actions and sales on the systems.
  • Adhere to compliance requirements in the sales process in line with legislative requirements.
  • Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
  • Identify solutions to enhance cost effectiveness and increase operational efficiency.
  • Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
  • Provide authoritative, expertise and advice to clients and stakeholders.
  • Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
  • Positively influence and participate in change initiatives.
  • Continuously develop own expertise in terms of professional, industry and legislation knowledge.
  • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
  • Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
  • 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.
  • Contribute to continuous innovation through the development, sharing and implementation of new ideas. Take ownership for driving career development.

Job Requirements:

  • Influencing skills,
  • Communication skills,
  • Interpersonal skills,
  • Knowledge of the financial services industry Knowledge of relevant legislation
  • Planning skills,
  • Specific licensing or registration: Certified Financial Planner (CFP) or equivalent registration,

Qualification & Experience:

  • 1-3 years’ experience in the financial services industry (desirable) ,
  • Formal qualifications: Certificate of proficiency in Insurance or equivalent qualification,
  • 1-2 years’ experience in a financial advice rendering role (essential)
  • Formal qualifications: B Degree in Financial Planning, Business, Finance, Economics or equivalent qualification,
  • Formal qualifications: Relevant legislative/regulatory exams or qualifications,

Job Details:

Company: Momentum

Vacancy Type: Full Time

Job Location: Rand West City, Gauteng, South Africa

Application Deadline: N/A

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