Wednesday , February 1 2023

Momentum Learnerships – 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:

  • Build sound relationships with others through honesty, trust and respect
  • Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organised
  • Support and guide clients through the decision making process by displaying exceptional product knowledge and customer centricity
  • Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements
  • Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services
  • Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making
  • Be self-confident, self-motivated entrepreneurs and relentlessly pursue targets and goals.
  • Accurately identify problems and proactively solve them
  • Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress management
  • Conduct client financial needs analysis in order to develop and implement a customised financial plan to achieve clients’ financial goals
  • Present information-sharing sessions on financial planning topics to engage new business and enhance the knowledge of potential clients
  • Effectively manage time and ensure optimal productivity
  • Timeously complete all administrative and reporting duties related to the role
  • Regularly review client accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment

Job Requirements:

  • Analytical Skills (including numeracy)
  • Fluent Verbal and Written Communication and Comprehension in English
  • Driver’s license and own transport ( desirable)
  • Ability to speak multiple languages with some African languages
  • Planning and Time Management Skills
  • Presentation skills
  • Selling and persuasiveness
  • PC Literacy

Qualification & Experience:

  • 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:Certificate of proficiency in Insurance or equivalent qualification,
  • 1-3 years’ experience in the financial services industry (desirable)
  • Grade 12 or an equivalent NQF4 qualification

Job Details:

Company: Momentum

Vacancy Type: Full Time

Job Location: Port Elizabeth Metropolitan Area, Eastern Cape, South Africa

Application Deadline: N/A

Apply Here

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