Thursday , May 23 2024

Momentum Jobs – Financial Advisor

Website Momentum

Job Description:

Metropolitan provides financial wellness solutions that meet the needs of low income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance.

Job Responsibilities:

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

Job Requirements:

  • Driver’s license (Preferred, but not required)
  • Computer literate (Required)
  • Candidate must have the aptitude to become Fit and Proper as per the requirements of the FSCA
  • Fluency in English (Required)
  • Own transport (Preferred, but not required)

Qualification & Experience:

  • 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 a minimum 2 years’ experience selling Financial products
  • 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.

Job Details:

Company: Momentum

Vacancy Type: Full Time

Job Location: Middelburg, Eastern Cape, SA

Application Deadline: N/A

Apply Here

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