Saturday , February 4 2023

Momentum Logistics Vacancies – 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:

  • Provide authoritative, expertise and advice to clients and stakeholders.
  • Make recommendations to improve client service and fair treatment of clients within area of responsibility.
  • Accurately complete all administrative and reporting requirements within agreed timeframes.
  • Identify solutions to enhance cost effectiveness and increase operational efficiency.
  • Continuously develop own expertise in terms of professional, industry and legislation knowledge.
  • Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
  • Take ownership for driving career development.
  • Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
  • Adhere to compliance requirements in the sales process in line with legislative requirements.
  • Accurately capture client information, relevant actions and sales on the systems.
  • 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.
  • Manage financial and other company resources under your control with due respect.
  • Contribute to continuous innovation through the development, sharing and implementation of new ideas.
  • Achieve set targets on production, quality and conversion.
  • Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
  • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
  • Escalate client queries to the relevant department or stakeholder.
  • 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.
  • Build and maintain relationships with clients and internal and external stakeholders.

Job Requirements:

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

Qualification & Experience:

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

Job Details:

Company: Momentum

Vacancy Type: Full Time

Job Location: Gauteng, South Africa

Application Deadline: N/A

Apply Here

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