Financial Adviser -Nkandla at Momentum Metropolitan Holdings Limited

Role Purpose    

• To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education. 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.

Requirements    

• Grade 12 OR an equivalent NQF4 1 plus years working experience OR
• Grade 12 with post matric qualification plus 1-2 years working experience
• Candidate that is fully Fit and Proper as per the FSCA requirements need to have a RE5, FSCA recognised qualification, minimum 1 year financial services experience in the applicable sub-category and proof of CPD hours completed per sub-category. (Recommended but not required)
• Candidate must have a minimum 2 year' experience on sales
• Driver’s license ( required)

Duties & Responsibilities    

• Conduct needs analysis to understand and enhance client’s financial wellness
• Create financial plans for clients that address their financial wellness needs
• Offer solutions (products) to clients to address their financial wellness needs
• Present information sharing sessions on financial planning topics
• You will spend a fair amount of time travelling to clients
• You will perform an end to end function which include client analysis, financial wellness analysis, diary management and administration
• Metropolitan provides Financial Wellness solutions that meet the needs of middle and low-income clients
• Our products include funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance.
• Interested in finance/sales/service, demonstrated through their previous work experience or studies
• See financial advice as a career and invest in it
• Have a clear understanding of the role
• Understand and adapt approach to meet the needs of the client

Competencies    
Examining Information :

• Analyses and processes information asks probing questions strives to find solutions to problems,

Interacting with People :

• Is lively and projects enthusiasm is talkative in making contact is focused on interacting and networking with people,

Convincing People :

• Is comfortable having to persuade others shapes opinions by being outspoken seeks to negotiate with others,

Articulating Information :

• Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information,

Conveying Self:Confidence :

• Is self assured and projects inner confidence is confident and determines own future values own contributions,

Thinking Positively :

• Is optimistic and positive recovers easily from setbacks and obstructions is jovial and projects cheerfulness,

Meeting Timescales :

• Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks,

Following Procedures :

• Conforms and adheres to rules closely follows instructions and procedures minimises risks by sticking to processes,

Examining Information:

• Analyses and processes information asks probing questions strives to find solutions to problems,

Interacting with People:

• Is lively and projects enthusiasm is talkative in making contact is focused on interacting and networking with people,

Convincing People:

• Is comfortable having to persuade others shapes opinions by being outspoken seeks to negotiate with others,

Articulating Information:

• Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information,

Conveying SelfConfidence:

• Is selfassured and projects inner confidence is confident and determines own future values own contributions,

Thinking Positively:

• Is optimistic and positive recovers easily from setbacks and obstructions is jovial and projects cheerfulness,

Meeting Timescales:

• Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks,

Following Procedures:

• Conforms and adheres to rules closely follows instructions and procedures minimises risks by sticking to processes.