Details
Closing Date: 2025/01/10
Reference Number: MMH241003-9
Job Title: Talent Pool - Financial Advisor Potchefstroom
Position Type: Permanent
Role Family: Sales
Remote Opportunity: Some of the time
Location - Country: South Africa
Location - Province: North West
Location - Town / City: Potchefstroom
IntroductionThrough our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.
We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms, Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za.
DisclaimerAs an applicant, please verify the legitimacy of this job advert on our company career page.
Role PurposeAttract, 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.
Requirements2 years' experience in a sales and/or customer service role2 years' experience in the insurance and/or financial services industry rendering financial advice (advantageous)Matric or equivalent NQF 4 qualificationCompliance with FAIS Fit and Proper requirementsFinance or Business related tertiary qualification (desirable)Driver's license and own transport (desirable)Duties & ResponsibilitiesINTERNAL PROCESS Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs.Sell products in line with client's financial needs by conducting affordability analysis.Calculate and advise on tax and legal implications of products and/or changes.Accurately capture client information, relevant actions, and sales on the systems.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.Provide financial advice in line with the engagement strategy.CLIENT Investigate client queries within the agreed service level and ensure timely feedback.Escalate client queries to the relevant department or stakeholder.Provide accurate information and advice to clients and stakeholders.Provide regular reports on delivery of services against agreed service level agreements.Build and maintain relationships with clients and stakeholders.Make recommendations to improve client service.Participate in a culture that builds rewarding relationships and provides exceptional client service.Proactively build and maintain client relationships through professional Financial Advisory services.PEOPLE Develop and maintain productive 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 and sharing 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 with due respect.Provide input into the risk identification processes.SkillsExamining Information: Analyse and process information; ask probing questions and strive to find solutions.Interacting with People: Project enthusiasm and focus on building strong relationships.Convincing People: Comfortable persuading others and negotiating.Articulating Information: Be eloquent and explain concepts well.Thinking Positively: Optimistic and positive; recover easily from setbacks.Meeting Timescales: Strong focus on meeting targets and deadlines.
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