Momentum Jobs – Financial Advisor

• 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
• 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
• 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.