Momentum Jobs – Financial Adviser

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

Apply Here

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