Client Relationship Consultant at Momentum

Role Purpose    
We are looking for someone who is deeply committedin providing clients with the best financial advice and experience in the market:

• Build a strong brand for Velocity Club by having a strong trustworthy relationship with clients.
• Help people by creating a safe and non-judgmental relationship where clients feel guided and protected.
• Listen and connect deeply with clients and let them “feel” heard and understood.
• Encourage clients to sign-up for Momentum Velocity Club's subscription.
• Be a client advocate towards their financial goals through establishing and guiding the client to understand their needs.

Requirements    

• 3-year business-related university degree (required)
• Recognized diploma/degree (financial planning, sales, or business-related) (advantageous)
• 3-5 years career working experience in sales / financial services environment (required)
• Experience in financial planning and sales environments with a proven track record in client acquisition and retention (required)
• Knowledge of insurance, investment, risk or health management related products (advantageous)
• Have aspirations for growing towards financial advice and become advice accredited as required by the business over time.

Duties & Responsibilities    
What you will be doing:

• Create and maintain Velocity Club’s client growth and engagement through continuous support and guidance.
• Engage with stakeholders in a client centric manner, improving client growth, engagement and retention.
• Drive the achievement of growth and engagement targets to increase the acquisition of new engaged clients and to retain existing engaged clients.
• Engage with prospective clients in order to highlight the features and benefits of Velocity Club’s primary solution: a holistic but executable financial plan based on the client's financial and life goals.
• Using coaching skills, establish & foster productive, professional and enabling relationships with clients to manage and enhance the value of all stakeholders.
• Employ a coaching approach to facilitate the client relationship and to effectively extract the clients life goals.
• Capture client information (financial and goals), relevant actions and sales on the systems.
• Complete all administrative requirements to ensure smooth execution of client's decisions and choices.
• Gather sufficient and relevant information to assist the Velocity Club Advice Hub in providing clients with holistic financial planning to reach their life goals.
• Communicate and present the financial plan prepared by the Velocity Club Advice Hub, to the client.
• Assist Velocity Club to unlock value by ensuring that each client has a financial plan and budget.
• Offer an excellent client experience and frequent engagement activities with clients.
• Ensure day to day engagements with clients to ensure that all queries and requests are answered, actioned and resolved.
• Hold clients accountable to their goals and commitments through regular engagement.
• Network across various face to face and digital platforms to establish and build new business.
• Participate and contribute to a culture which builds sustainable relationships, facilitates feedback and provides a safe environment for clients.
• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Continuously developing own expertise in terms of professional, industry and legislation knowledge.
• Contribute to the teams’ continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving own career development, regulatory adherence and ethics.
• Manage financial and other company resources under your control with due respect.
• Adhere to business and industry rules and regulations.
• Understand and possess knowledge of Franchise functioning; advice, engagement and product support.
• Ensure proficiency on all solutions and products.
• Successful implementation and continuous review in line with regulatory requirement

Competencies    

• Understand financial concepts and assist clients to understand them.
• Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group.
• Anticipates, meets and exceeds client's needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.
• Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
• Actively leads change, does what is right for the business and drives continuous improvement through innovation.
• Creates and maintains an open, positive working environment by generating commitment, building trust, a shared sense of purpose, and empowerment in others and encouraging them to contribute to the best of their ability.

Closing Date: 18th, May 2022