Digital Financial Consultant at Momentum Metropolitan Holdings Limited

Role Purpose    

• The purpose of this role is to attract, acquire and retain clients by designing and delivering a risk insurance solution which services their financial wellness needs.

Requirements    

• Matric required
• FAIS required qualifications (preferably RE5 and COB3)
• 3 year diploma or degree in Financial Planning, Business, Finance or Economics– minimum NQF level 5 (required)
• Aspirations towards becoming a Certified Financial Planner (CFP)
• 3+ years' sales experience in the life insurance industry.
• It will be required that you are fit and proper.

Duties & Responsibilities    

• 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
• Must be able to conclude client engagement digitally
• Conduct client financial needs analysis in order to create a customised life insurance solution to achieve clients' financial goals.
• Calculated and educate on tax and legal implications of products and or changes.Accurately capture client information, relevant actions and sales on the systems.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Achieve set targets on production, quality and conversion.
• Adhere to compliance requirements in the sales process in line with legislative requirements.
• Investigate client queries within the agreed service level and ensure that client receives timeous feedback
• Resolve or escalate client queries to the relevant department or stakeholder to ensure exceptional client services.
• 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
• Build and maintain relationships with clients and internal and external stakeholders
• Make recommendations to improve client service and fair treatment of clients within area of responsibility
• 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.
• Develop and maintain productive and collaborative working relationships with peers and stakeholders
• Positively influence and participate in change initiatives
• 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
• Take ownership for driving career development.
• Manage financial and other company resources under your control with due respect
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.Identify solutions to enhance cost effectiveness and increase operational efficiency

Competencies    

• Attention to detail
• Problem Solving
• Meeting  Timescales
• Managing tasks
• Adapts to different buyer behaviour
• Upholding standards

Closing Date    

• 2026/03/13