
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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