Momentum Metropolitan Vacancies – Financial Advisor

Job Description:

To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education.

Job Responsibilities:

• Conduct needs analysis to understand and enhance client’s financial wellness
• Create financial plans for clients that address their financial wellness needs
• Offer solutions (products) to clients to address their financial wellness needs
• Present information sharing sessions on financial planning topics
• You will spend a fair amount of time travelling to clients
• You will perform an end to end function which include client analysis, financial wellness analysis, diary management and administration
• Metropolitan provides Financial Wellness solutions that meet the needs of middle and low-income clients
• Our products include funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance.
• Interested in finance/sales/service, demonstrated through their previous work experience or studies
• See financial advice as a career and invest in it
• Have a clear understanding of the role
• Understand and adapt approach to meet the needs of the client

Job Requirements:

• Grade 12 OR an equivalent NQF4 plus 5 years working experience OR Grade 12 with post matric qualification plus 1-2 years working experience
• Candidate must have the aptitude to become Fit and Proper as per the requirements of the FSCA
• Candidate that is fully Fit and Proper as per the FSCA requirements need to have a RE5, FSCA recognised qualification, minimum 1 year financial services experience in the applicable sub-category and proof of CPD hours completed per sub-category.
• Candidate must have a minimum 2 years’ experience selling Financial products
• Computer literate (Required)
• Fluency in English (Required)
• Driver’s license (Preferred, but not required)
• Own transport (Preferred, but not required)
• erbally fluent
• Numerical reasoning ability
• Be able to plan and manage their time
• Self-reliant
• Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
• Manage relationships well
• Demonstrate sales behaviours (deal with difficult clients, competitive, achieving, persistent)
• Be entrepreneurial (set ambitious targets, self-reliant, financial prosperity in high risk environment, autonomy

Job Details:

Company: Momentum

Vacancy Type:  Full Time

Job Location: Johannesburg

Application Deadline: N/A

Apply Here

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