Worksite Financial Consultant at Momentum Metropolitan Holdings Limited

Requirements

• Bachelor's degree in finance, economics, business, or related field.
• CFP qualification.
• Minimum of 3 years’ experience in the sales of annuity/life assurance/investment products.
• RE 5 qualification.

Duties & Responsibilities

• Partner with Client Liaison Managers and Scheme advisors to understand their needs and business processes and maintain good business relationships.
• Partner with employers to understand their Human Resources processes in order to effectively engage with members.
• Partner with the Retirement Benefit Counseling (RBC) team to create an effective channel to execute on advice opportunities.
• Engage with retirement fund members through group sessions and one-on-one interactions at their worksites to understand their financial goals and demonstrate how the Momentum Corporate solution set can benefit them.
• Educate members on retirement planning, investment options, and risk management.
• Embed a team of financial planners in targeted worksites in collaboration with the scheme advisor and employer.
• Employ a robust referral process to ensure that financial planners work with qualified referrals.
• Ensure that financial planners adhere to the agreed Corporate Houseview.
• Take accountability for the overall product sales from targeted worksites through the management of the team of embedded financial advisors and the RBC team.
• Accurately capture client information, relevant actions and sales on the systems for reporting purposes and record keeping.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Perform onsite Member Engagement services that includes but is not limited to member presentations and one on one education engagements to fulfil the Trustee mandate and broker partnership agreements.
• Stay informed on industry trends, market changes, and regulatory updates.
• Partner and collaborate with Retirement Benefit Counsellor and Client Liason Managers to ensure a seamless and holistic member, broker and employer experience.