Momentum Security Vacancies – Financial Advisor

Job Description:

To continuously enhance the lifetime financial wellness of people, their families and their communities through empowerment and education, by selling financial solutions to them which will enhance their financial well-being whilst putting them at ease with regards to the future of their families

Job Responsibilities:

• 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
• Be self-confident, self-motivated entrepreneurs and relentlessly pursue targets and goals
• Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services
• Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates
• Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress management
• Analyse situations carefully, understand the complexity and consequences before quickly taking action through clear, well thought out decisions
• 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
• Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making
• Support and guide clients through the decision-making process by displaying exceptional product knowledge and customer centricity
• Build sound relationships with others through honesty, trust and respect
• Accurately identify problems and proactively solve them
• Effectively manage time and ensure optimal productivity

Job Requirements:

• Manage relationships well
• Demonstrate sales behaviours (deal with difficult clients, competitive, achieving, persistent)
• Verbally fluent
• Numerical reasoning ability
• Be able to plan and manage their time
• Be entrepreneurial (set ambitious targets, self-reliant, financial prosperity in high-risk environment, autonomy)
• Candidate must have the aptitude to become Fit and Proper as per the requirements of the FSCA

Qualification & Experience:

• Undergraduate Degree (If no experience in Call Centre)
• Post matric qualification equivalent of NQF 5
• Cold Calling Experience
• Grade 12 or an equivalent NQF4 qualification
• At least 1 year’s Sales Call Centre working experience

Job Details:

Company: Momentum

Vacancy Type: Full Time

Job Location: Midrand, Gauteng, South Africa

Application Deadline: N/A

Apply Here

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