Financial Adviser Job at Metropolitan in Johannesburg

Job Title: Financial Adviser

Johannesburg

    Position Purpose

    Financial advisers play an important role in helping people achieve their financial goals. The financial adviser is an accessible, trusted, caring, and knowledgeable financial services professional whom consumers can talk to face-to-face about their goals, dreams and aspirations. He or she is someone who can answer finance-related questions such as:
    How will I be able to pay bills six months from now, six years from now and sixteen years from now?
    What types of insurance and documents do I need in place to protect my family?
    When can I afford to retire?
    How much can I help my kids with school finances without derailing my own retirement?
    Essentially, financial advisers help people with almost anything related to their personal finances, which means they help people on their financial wellness journeys. If this sounds interesting to you, then perhaps becoming a financial adviser— might very well be you. If you are interested in a career as a financial adviser at Momentum, ask yourself the following questions:
    Am I a good listener?
    Am I interested in helping people achieve their financial goals?
    Do I have the ability to help people achieve their financial goals?
    Am I passionate about the financial wellness of South Africa’s middle-income consumers?
    Do I care about working in a field that offers attractive performance-related pay?
    If you answered “yes” to any of the questions above, and you possess most of the following characteristics, a career as a financial adviser with Momentum is beckoning!
    Trustworthiness
    Communication skills
    Ability to educate others
    Strong desire to help
    Attention to detail
    Interest in continual learning
    Passion and empathy
    Action-oriented
    Highly motivated
    Self-starter with an entrepreneurial spirit
    Client service focused
    Our clients need your financial know-how and passion. Through providing face-to-face advice, you will help them to achieve and sustain their financial wellness. You will have the opportunity to work with diverse population groups in Gauteng and address a full spectrum of financial needs, including budgeting, debt reduction, life, short-term and health insurance, saving and investing, education planning and retirement planning.
    Join us. We will augment your experience and expertise by equipping you with our cutting-edge products, processes, and financial wellness tools. We provide on-going recognition and rewards – we believe in rewarding outstanding achievements with outstanding rewards. We provide exceptional training – our Academy combines self-study with on-line, classroom and on-the job training, one-on-one coaching sessions, workshops, and joint fieldwork. Our mangers will provide mentoring, coaching and tools to support your success. Together we can enhance the financial wellness of every person we touch, and along the way contribute to the financial wellness of South Africa’s middle-income consumers. If you share our passion for financial advice as a calling, we have a home for you on our team of carefully selected financial advisers.
    You will work to attain new clients on a day-to-day basis through prospecting, and meeting with people to complete their financial needs analysis. You will implement your financial advice through the sale of life insurance, short-term insurance, health insurance, investment, retirement and savings products offered by Momentum. A client-focused, holistic approach to selling will build your credibility and help you gain the trust of the people you serve, and provide them with appropriate advice that aligns with their circumstances. You will provide on-going financial advice to your clients.
    ESSENTIAL FUNCTIONS
    Provide direct assistance in providing knowledge and skills and in setting financial wellness and related goals through face-to-face interactions.
    Educate clients in areas such as budgeting, credit and debt management, insurance, saving and investing, education planning and retirement planning.
    Provide face-to-face advice effectively to motivate clients’ financial wellness.
    Create personalized financial plans for clients derived from detailed analysis of their current income, expenses, insurance coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan and review financial plans regularly.
    Provide appropriate financial solutions based on clients’ financial plans.
    Maintain security and confidentiality of company, and client data.
    Build sustainable long term relationships with clients, by assisting them in achieving their financial goals.
    Handle client complaints and resolve problems.
    REQUIRED QUALIFICATIONS AND CORE COMPETENCIES
    Minimum qualification of grade 12 (matric) and a minimum of 40 NQF credits on level 4
    Bachelor’s degree/Regulatory Exams/CFP or any other qualification in financial planning will be a distinct advantage
    High computer literacy - the web, applicable financial analysis software, and MS Office.
    Past experience in: sales, finance, insurance and investments, consulting, banking, business ownership, retail, health services, hospitality, marketing, or customer service is an asset.
    Your dedication to succeed is centred on building trusted relationships, strong work ethic, persistence and desire to reach your full potential.
    You are a natural communicator with exceptional interpersonal skills who excels at networking, building rapport with new people quickly and building lasting relationships.
    Your strong business acumen and organizational skills will enable you to confidently provide recommendations to clients.
    Your values and ethics are driven by your sense of integrity and honesty.

How to Apply:

http://careers.metropolitan.co.za/psp/Applicant/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_CE.GBL

Deadline: 10/03/2014