Experienced Health Financial Advisor MMH240920-2

Experienced Health Financial Advisor MMH -2

Momentum Centurion, Gauteng, South Africa

Role Purpose

The individual will be responsible for acquiring, retaining, and growing a client base market for Momentum Medical Aid and its Complementary 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.

This includes providing clients across different market segments (middle-income, affluent, professional market, and business) with expert advice through sound financial planning. This opportunity is set in a franchise environment, focusing on health solutions.

In line with our Financial Wellness philosophy, we create unique journeys to success for each of our clients by delivering excellent client experience through continuous engagement on their financial needs, in a tangible and practical way.

Requirements

• Matric / equivalent
• FAIS requirements based on DOFA date
• FSCA-approved qualification
• Relevant regulatory examinations (RE5) if you are already working in the financial services industry.
• 2 years’ experience as a financial advisor
• Has large and solid business, social and close contact networks.

Duties and Responsibilities

As an applicant, please verify the legitimacy of this job advert on our company career page.-

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

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