Thursday , April 18 2024

Momentum Careers Vacancies – Digital Financial Planner

Website Momentum

Job Description:

The purpose of this role is to attract, acquire and retain clients by designing and delivering a financial plan which services their financial wellness needs in line with the growth and engagement strategy.

Job Responsibilities:

  • 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
  • Engage with prospective clients in order to highlight the features and benefits of risk products based on their chosen Myriad quote
  • Engage telephonically with clients and fulfil on the process
  • Investigate client queries within the agreed service level and ensure that client receives timeous feedback
  • Escalate client queries to the relevant department or stakeholder
  • Develop and maintain productive and collaborative working relationships with peers and stakeholders
  • Positively influence and participate in change initiatives
  • Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services
  • Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets
  • Must be able to conclude client engagement digitally
  • Conduct client financial needs analysis in order to create a customised financial plan to achieve clients’ financial goals.
  • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
  • Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
  • Accurately complete all administrative and reporting requirements within agreed timeframes.
  • Achieve set targets on production, quality and conversion.
  • Provide authoritative, expertise and advice to clients and stakeholders
  • Build and maintain relationships with clients and internal and external stakeholders
  • Adhere to compliance requirements in the sales process in line with legislative requirements.
  • Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
  • Calculated and advise on tax and legal implications of products and or changes.
  • Accurately capture client information, relevant actions and sales on the systems.

Job Requirements:

  • Degree in Financial Planning, Business, Finance or Economics (required)
  • Aspirations towards becoming a Certified Financial Planner (CFP)
  • 1-3 years’ sales experience in the insurance industry
  • It will be required that you are qualified to provide advice under supervision or independently
  • Matric required
  • FAIS and advice accredited (preferably RE5 and COB3)

Job Details:

Company: Momentum

Vacancy Type:  Full Time

Job Location: Centurion

Application Deadline: N/A

Apply Here