Financial Planner at Momentum Metropolitan Holdings Limited

You will work to attain new clients on a day-to-day basis through prospecting, and meeting with people to complete their financial needs analysis. You will implement your financial advice through the sale of life insurance, short-term insurance, health insurance, investment, retirement and savings products and solutions offered by Momentum. A client-focused, holistic approach to selling will build your credibility and help you gain the trust of the people you serve, and provide them with appropriate advice that aligns with their circumstances. You will provide on-going financial advice to your clients.

The Incumbent will be responsible for:

• Providing direct assistance in knowledge and skills and in setting financial wellness and related goals through face-to-face interactions.
• Educating clients in areas such as budgeting, credit and debt management, insurance, saving and investing, education planning, retirement planning and estate planning.
• Providing face-to-face advice effectively to motivate clients financial wellness. Creating personalized financial plans for clients derived from detailed analysis of their current income, expenses, insurance coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan and review financial plans regularly. Providing appropriate financial solutions based on clients financial plans.
• Maintaining security and confidentiality of company, and client data. Building sustainable long term relationships with clients, by assisting them in achieving their financial goals.
• Handling client complaints and resolve problems
• Holistic Financial Planning

Experience and Qualifications

• At least 3- 5 career related experience
• Knowledge of insurance, investment, risk or health management related products
• Recognized diploma/degree (sales, marketing or related field) will be an advantage
• A Post Graduate Diploma in Financial Planning and a Certified Financial Planner Designation would be highly advantageous Required FAIS Accreditation (Regulatory Examination RE 5)
•  NQF 5 (120 Credits)
• Financial Advisor experience with a proven track record in successfully dealing with clients and or franchises
• A valid driver's license with own transport
• A willingness to travel
• Own laptop
• No adverse listings in accordance with FSB fit and proper regulations