Jobafrican
Website Momentum
Job Description:
Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Job Responsibilities:
- Present information-sharing sessions on financial planning topics to engage new business and enhance the knowledge of potential clients
- Analyse situations carefully, understand the complexity and consequences before quickly taking action through clear, well thought out decisions
- Regularly review client accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment
- Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements
Job Requirements:
- Ability to speak multiple languages with some African languages
- PC Literacy
- Selling and persuasiveness
- Analytical Skills (including numeracy)
- Presentation skills
- Fluent Verbal and Written Communication and Comprehension in English
- Planning and Time Management Skills
Qualification & Experience:
- Drivers license
- Candidate that is fully Fit and proper as per FSCA requirements need to have a RE5, FSCA recognised qualification, minimum 2 years financial services experience in the applicable sub category and proof of CPD hours completed per sub category
- No criminal record/charges
Job Details:
Company: Momentum
Vacancy Type: Full Time
Job Functions: Financial Services
Job Location: Pietermaritzburg, KwaZulu-Natal, South Africa
Application Deadline: N/A
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