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.
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