Momentum Vacancies Bloemfontein – Financial Advisor

Job Description:

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

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

Apply Here

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