Financial Advisor Rusternburg

Overview

Join or sign in to apply for the Financial Advisor Rustenburg role at Momentum . Metropolitan is included in this description as context for the financial services environment.

Role context : Attract, acquire and retain clients by selling company products to generate new business and provide after-sales service to ensure client retention and contribute to business objectives and long-term viability.

Responsibilities

• Engage with prospective clients to highlight features and benefits of products based on financial wellness needs.
• Sell products aligned with client needs by conducting affordability analyses to support financial goals.
• Advise on tax and legal implications of products or changes where appropriate.
• Accurately capture client information, actions, and sales in the systems; complete all administrative and reporting requirements within agreed timeframes.
• Achieve targets on production, quality and conversion; comply with sales process legislation and regulatory requirements.
• Provide financial advice aligned with the engagement strategy to enhance client financial wellness.
• Investigate client queries, provide timely feedback, escalate when needed, and maintain relationships with clients and stakeholders.
• Produce regular reports on service delivery against agreed SLAs and targets; contribute to continuous client service improvements.
• Proactively present innovative and credible financial advisory services to build client trust.
• Develop and maintain productive working relationships with peers and stakeholders; participate in change initiatives and professional development.
• Identify solutions to improve cost effectiveness and operational efficiency; manage resources responsibly and contribute to risk identification processes.

Requirements

Job Details

Rustenburg, North-West, South Africa

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