Momentum Metropolitan Vacancies – Digital Financial Planner

Job Description:

The purpose of this role is to attract, acquire and retain clients by designing and delivering a financial plan which services their financial wellness needs in line with the growth and engagement strategy

Job Responsibilities:

• Escalate client queries to the relevant department or stakeholder
• Achieve set targets on production, quality and conversion.
• Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services
• Conduct client financial needs analysis in order to create a customised financial plan to achieve clients’ financial goals.
• Investigate client queries within the agreed service level and ensure that client receives timeous feedback
• Make recommendations to improve client service and fair treatment of clients within area of responsibility
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets
• Engage telephonically with clients and fulfil on the process
• Calculated and advise on tax and legal implications of products and or changes.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
• Accurately capture client information, relevant actions and sales on the systems.
• Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
• Provide authoritative, expertise and advice to clients and stakeholders
• Adhere to compliance requirements in the sales process in line with legislative requirements.
• Must be able to conclude client engagement digitally
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Engage with prospective clients in order to highlight the features and benefits of risk products based on their chosen Myriad quote
• Build and maintain relationships with clients and internal and external stakeholders

Job Requirements:

• Meeting Timescales
• Managing tasks
• Problem Solving
• Upholding standards
• Adapts to different buyer behaviour
• Attention to detail

Qualification & Experience:

• Aspirations towards becoming a Certified Financial Planner (CFP)
• Degree in Financial Planning, Business, Finance or Economics (required)
• FAIS and advice accredited (preferably RE5 and COB3)
• Matric required
• It will be required that you are qualified to provide advice under supervision or independently
• 1-3 years’ sales experience in the insurance industry

Job Details:

Company: Momentum

Vacancy Type:  Full Time

Job Location: Centurion, Gauteng, SA

Application Deadline: N/A

Apply Here

Vacancieshut.com