Overview
Financial Advisor Jobs in Soweto, South Africa at Momentum Group Limited
Role
Purpose
Attract, acquire and retain clients by selling company products to generate new business and provide after-sales service to ensure client retention, increase market share, and contribute to the overall business objectives and long-term viability.
Duties & Responsibilities
Internal Process
Engage with prospective clients to highlight product features and benefits based on their financial wellness needs, supporting their decision-making process.
Sell products aligned with clients’ financial needs by conducting affordability analyses to help achieve their financial goals.
Calculate and advise on tax and legal implications of products or changes.
Accurately capture client information, relevant actions, and sales on the systems.
Complete all administrative and reporting requirements within agreed time frames.
Achieve set targets on production, quality, and conversion.
Adhere to compliance requirements in the sales process in line with legislative standards.
Provide financial advice in line with engagement strategies to enhance clients’ financial wellness.
Client Relations
Investigate client queries within the agreed service levels and ensure timely feedback.
Escalate client queries to relevant departments or stakeholders.
Provide accurate information and advice to ensure clients receive appropriate services.
Report regularly on service delivery against agreed service levels and customer targets.
Client Engagement
Build and maintain relationships with clients and stakeholders.
Recommend improvements for client service and fair treatment.
Participate in creating a culture of rewarding relationships and exceptional service.
Proactively promote our product offerings through professional financial advisory services.
People
Develop collaborative relationships with peers and stakeholders.
Influence positively and participate in change initiatives.
Continuously update professional and industry knowledge.
Contribute to innovation through sharing new ideas.
Own your career development.
Finance
Identify solutions to improve cost effectiveness and operational efficiency.
Manage financial and other resources responsibly.
Contribute to risk management processes and communicate recommendations.
Requirements
2-3 years experience in sales or call centre environments (essential).
2 years’ experience in insurance or financial services, providing financial advice (advantageous).
Matric or equivalent NQF 4 qualification.
National Senior Certificate in Finance/Business Management or relevant qualification.
FAIS Compliance Requirements.
Regulatory Examination (RE) 5.
Driver’s license and own transport (desirable).
Competencies
Analyzing information and problem-solving.
Building relationships and networking.
Persuading and negotiating effectively.
Articulating concepts clearly and confidently.
Maintaining a positive outlook and resilience.
Meeting targets and deadlines.
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Title: Financial Advisor
Company: Momentum Group Limited
Location: Soweto, South Africa
Category: Finance & Banking (Financial Consultant), Sales
