Momentum Vacancies Bloemfontein – Financial Advisor

Website Momentum

Job Description:

To help clients achieve their financial life goals through empowerment and education

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Job Responsibilities:

  • Conduct needs and affordability 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 wellness
  • Travel to allocated worksite to meet with potential clients (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
  • You will provide mostly solutions that meet the needs of middle and low-income clients
  • Develop and maintain productive and collaborative working relationships with peers and stakeholders
  • Positively influence and participate in change initiatives
  • Continuously develop own expertise in terms of professional, industry and legislation knowledge
  • Contribute to continuous innovation through the development, sharing and implementation of new ideas
  • Take ownership for driving career development

Job Requirements:

  • Matric certificate/equivalent
  • Computer literate (Required)
  • Fluency in English (Required)
  • Driver’s license (Preferred, but not required)
  • Own transport (Preferred, but not required)
  • Own digital tools/device (smartphone, laptop and/or tablet
  • Verbally 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)
  • Set ambitious targets, self-reliant, financial prosperity in high risk environment, autonomy
  • Drive for career growth

Job Details:

Company: Momentum

Vacancy Type:  Full Time

Job Location: Bloemfontein

Application Deadline: N/A

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