Tuesday , February 7 2023

Momentum Vacancies Centurion – 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:

  • 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.
  • Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
  • Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
  • Make recommendations to improve client service and fair treatment of clients within area of responsibility.
  • Develop and maintain productive and collaborative working relationships with peers and stakeholders.
  • Escalate client queries to the relevant department or stakeholder.
  • Accurately capture client information, relevant actions and sales on the systems.
  • Accurately complete all administrative and reporting requirements within agreed timeframes.
  • Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
  • 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.
  • Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. 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.
  • Identify solutions to enhance cost effectiveness and increase operational efficiency.
  • Adhere to compliance requirements in the sales process in line with legislative requirements.
  • Contribute to continuous innovation through the development, sharing and implementation of new ideas.
  • Achieve set targets on production, quality and conversion.
  • Manage financial and other company resources under your control with due respect.
  • Positively influence and participate in change initiatives.
  • Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.

Job Requirements:

  • Knowledge of the financial services industry
  • Influencing skills
  • Knowledge of relevant legislation
  • Communication skills
  • Planning skills
  • Interpersonal skills

Qualification & Experience:

  • Specific licensing or registration: Certified Financial Planner (CFP) or equivalent registration,
  • Formal qualifications: Relevant legislative/regulatory exams or qualifications,
  • Formal qualifications: B Degree in Financial Planning, Business, Finance, Economics or equivalent qualification,
  • 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)

Job Details:

Company: Momentum

Vacancy Type: Full Time

Job Location: Vaal Triangle Gauteng, Gauteng, South Africa

Application Deadline: N/A

Apply Here

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