Experienced Health Financial Advisor at Momentum

Role Purpose

• The individual will be responsible for acquiring, retaining, and growing a client base market for Momentum Medical Aid and its Complementary 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.
• This includes providing clients across different market segments (middle-income, affluent, professional market, and business) with expert advice through sound financial planning. This opportunity is set in a franchise environment, focusing on health solutions.
• In line with our Financial Wellness philosophy, we create unique journeys to success for each of our clients by delivering excellent client experience through continuous engagement on their financial needs, in a tangible and practical way.

Requirements

• Matric / equivalent
• FAIS requirements based on DOFA date
• FSCA-approved qualification
• Relevant regulatory examinations (RE5)  if you are already working in the financial services industry.
• 2 years’ experience as a financial advisor
• Has large and solid business, social and close contact networks.

Duties & Responsibilities      

• Meeting with clients to determine their financial goals, needs, and risk tolerance.
• Providing strategic advice on various financial products and services, such as Medical aid, Health insurance, Health Saver, Gap cover Insurance, etc.
• Preparing and reviewing financial plans and ensuring their accuracy and suitability.
• Responding to client queries and resolving any issues.
• Supporting investment professionals and cultivating client relationships.
• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Comply with legislative regulations and adhere to all compliance requirements.

Competencies

• Business Acumen
• Client/ Stakeholder Commitment
• Drive for Results
• Collaboration
• Impact and Influence
• Self-Awareness and Insight