Financial Adviser X30 – Momentum Metropolitan Vacancies

Financial Adviser X30 – Momentum Metropolitan Vacancies

Job Title: Financial Adviser

Position Type: Permanent

Location: Various Provinces

Closing Date: 2023 Feb 28

Purpose

To attract, acquire, and retain clients by selling company 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.

MINIMUM REQUIREMENTS

• Matric or equivalent NQF 4 qualification
• Compliance with FAIS Fit and Proper requirements
• Finance or Business related tertiary qualification (desirable)
• Driver’s license and own transport (desirable)

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Experience:

• 2 years experience in a sales and/or customer service role
• 2 years experience in the insurance and/or financial services industry rendering financial advice (advantageous)

DUTIES & RESPONSIBILITIES

• INTERNAL PROCESS

Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process. Sell products in line with clients’ financial needs by conducting affordability analysis in order to achieve clients’ financial goals. Calculated and advise 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. Provide financial advice in line with the engagement strategy to enhance the client’s financial wellness.

• CLIENT

Investigate client queries within the agreed service level and ensure that the client receives timeous feedback. Escalate client queries to the relevant department or stakeholder. Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services. Provide regular reports on the delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders.

Build and maintain relationships with clients and internal and external stakeholders. Make recommendations to improve client service and fair treatment of clients within the area of responsibility. Participate and contribute to a culture that 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.

• PEOPLE

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 of driving career development.

• FINANCE

Identify solutions to enhance cost-effectiveness and increase operational efficiency. 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.

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COMPETENCIES

Examining Information: 

• Analyse and process information; ask probing questions and strive to find solutions to problems.

Interacting with People: 

• Project enthusiasm and focus on building strong relationships and networks.

Convincing People: 

• Comfortable having to persuade others; shape opinions by being outspoken and seeking to negotiate with others.

Articulating Information: 

• Be eloquent and explain concepts well and project social confidence when articulating information.

Thinking Positively: 

• Optimistic and positive; recover easily from setbacks and obstructions.
• Meeting Timescales: Strong focus on meeting targets and deadlines

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