Velocity Club Intern

7 days ago

Centurion, Gauteng, South Africa Momentum Life Full time

Introduction

Role Purpose


Momentum Velocity Club is a new generation advice practice that prides itself on simplifying financial planning through the support of a passionate team of money obsessed individuals.

The role sets to provide you with a unique opportunity to learn critical relationship management skills, sales skills as well as financial planning product knowledge.

The program will be conducted through an engaged on the job training process.

At the end of the internship, you will be equipped with the expert knowledge and skills needed to build yourself up for a successful career within the financial services industry.


What we do:


We're a team of financial experts that assist people in making smarter financial decisions, improving their relationship with money, and empowering them to plan for their financial success.


What value you will be adding:
Through establishing long-term relationships, the financial consultant is the main client relationship manager for our professional client segment.

They assist clients by helping them better understand where they spend their money and how to plan towards achieving their goals.

In line with Momentum Velocity Club's Financial Wellness philosophy, this role aims to create wealth for our clients by delivering an excellent client experience through continuous engagement on their financial needs and product solutions in a tangible and relevant way.

The financial consultant will be highly collaborative with Velocity Club's experienced team of financial planners, who will be responsible for providing clients with the best-of-breed advice recommendations.

This includes life insurance, risk and savings products, investment, retirement, and health.

We are looking for someone who will act as a brand ambassador for Momentum Velocity club:

  • Build a strong brand for Velocity Club by having a strong trustworthy relationship with
  • Help people by creating a safe and nonjudgmental relationship where clients feel guided and
  • Listen and connect deeply with clients and let them "feel" heard and
  • Encourage clients to signup for Momentum Velocity Club's subscription.
  • Encourage clients to implement the product recommendations made in their financial plans.
  • Be a client advocate towards their financial goals through establishing and guiding the client to understand their

Requirements:

  • 3year businessrelated university degree (required)
  • 35 years career working experience in sales / financial services environment (required)
  • Experience in financial planning and sales environments with a proven track record in client acquisition and retention (required)
  • Knowledge of insurance, investment, risk, or health management related products (advantageous)
  • Aspire for growing towards financial advice and become advice accredited as required by the business over time

Duties & Responsibilities

  • Create and maintain Velocity Club's client growth and engagement through continuous support and guidance
  • Engage with stakeholders in a client centric manner, improving client growth, engagement and
  • Drive the achievement of growth and engagement targets to increase the acquisition of new engaged clients and to retain existing engaged
  • Engage with prospective clients to highlight the features and benefits of Velocity Club's holistic but executable financial plan based on the client's financial and life
  • Using coaching skills, establish & foster productive, professional, and enabling relationships with clients to manage and enhance the value of all
  • Employ a coaching approach to facilitate the client relationship and to effectively extract the client's life
  • Ensure the holistic Velocity Club philosophy and house view is embedded with the
  • Capture client information (financial and goals), relevant actions and sales on the systems
  • Complete all administrative requirements to ensure smooth execution of client's decisions and choices.
  • Gather sufficient and relevant information to assist the Velocity Club Advice Hub in providing clients with holistic financial planning to reach their life goals.
  • Communicate and present the financial plan prepared by the Velocity Club Advice Hub, to the
  • Assist Velocity Club to unlock value by ensuring that each client has a financial plan and
  • Offer an excellent client experience and frequent engagement activities with clients
  • Ensure day to day engagements with clients to ensure that all queries and requests are answered, actioned and
  • Hold clients accountable to their goals and commitments through regular
  • Network across various face to face and digital platforms to establish and build new
  • Participate and contribute to a culture which builds sustainable relationships, facilitates feedback, and provides a safe environment for
  • Develop and maintain productive and collaborative working relationships with peers and
  • Continuously developing own expertise in terms of professional, industry a

  • Velocity Club Client Services

    7 days ago

    Centurion, Gauteng, South Africa Momentum Life Full time

    IntroductionThrough our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards program), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.Role PurposeRequirements:Experience and...

  • Vc Advice Hub Team Lead

    7 days ago

    Centurion, Gauteng, South Africa Momentum Life Full time

    IntroductionVelocity Club is looking for an experienced, innovative and dynamic financial planner that wants to take their career to the next level. Momentum Velocity Club is an unique and exciting initiative responsible for new generation face-to-face financial planning.Role PurposeTo manage a team of advice analysts in VC Advice Hub in order to support the...

  • Scrum Master

    7 days ago

    Centurion, Gauteng, South Africa MMI Holdings Ltd Full time

    Closing Date2023/03/23Reference NumberMMH Job TitleScrum MasterPosition TypePermanentRole FamilyInformation TechnologyClusterMomentum LifeRemote OpportunitySome of the timeLocation - CountrySouth AfricaLocation - ProvinceGautengLocation - Town / CityCenturionIntroduction Through our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our...

  • Scrum Master

    7 days ago

    Centurion, Gauteng, South Africa Momentum Investments Full time

    IntroductionThrough our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.Role Purpose Ensure well established...

  • Humanities: History/geography High School Educator

    7 days ago

    Centurion, Gauteng, South Africa Jacaranda International Pre-Primary and School Full time

    Jacaranda International Pre-Primary and School is located in The Reeds, Centurion. At our school, we are committed to providing a dynamic and innovative educational experience for our students, guided by the principles of 21st-century teaching and learning. We firmly believe that education has the power to transform lives and shape the future. Our approach...

  • History High School Educator

    7 days ago

    Centurion, Gauteng, South Africa Jacaranda International Pre-Primary and School Full time

    Jacaranda International Pre-Primary and School is located in The Reeds, Centurion. At our school, we are committed to providing a dynamic and innovative educational experience for our students, guided by the principles of 21st-century teaching and learning. We firmly believe that education has the power to transform lives and shape the future. Our approach...

  • History and Geography Educator

    7 days ago

    Centurion, Gauteng, South Africa Jacaranda College Full time

    Jacaranda International Pre-Primary and School is located in The Reeds, Centurion. At our school, we are committed to providing a dynamic and innovative educational experience for our students, guided by the principles of 21st-century teaching and learning. We firmly believe that education has the power to transform lives and shape the future. Our approach...

  • Computer Science Teacher

    7 days ago

    Centurion, Gauteng, South Africa Jacaranda International Pre-Primary and School Full time

    Jacaranda International Pre-Primary and School is located in The Reeds, Centurion. At our school, we are committed to providing a dynamic and innovative educational experience for our students, guided by the principles of 21st-century teaching and learning. We firmly believe that education has the power to transform lives and shape the future. Our approach...

  • French Educator

    7 days ago

    Centurion, Gauteng, South Africa Jacaranda International Pre-Primary and School Full time

    Jacaranda International Pre-Primary and School is located in The Reeds, Centurion. At our school, we are committed to providing a dynamic and innovative educational experience for our students, guided by the principles of 21st-century teaching and learning. We firmly believe that education has the power to transform lives and shape the future. Our approach...

  • Mathematics Intermediate Phase Educator

    7 days ago

    Centurion, Gauteng, South Africa Jacaranda International Pre-Primary and School Full time

    Jacaranda International Pre-Primary and School is located in The Reeds, Centurion. At our school, we are committed to providing a dynamic and innovative educational experience for our students, guided by the principles of 21st-century teaching and learning. We firmly believe that education has the power to transform lives and shape the future. Our approach...

  • Mathematics Intermediate Phase Educator

    7 days ago

    Centurion, Gauteng, South Africa Jacaranda International Pre-Primary and School Full time

    Jacaranda International Pre-Primary and School is located in The Reeds, Centurion. At our school, we are committed to providing a dynamic and innovative educational experience for our students, guided by the principles of 21st-century teaching and learning. We firmly believe that education has the power to transform lives and shape the future. Our approach...

  • High School Educator

    7 days ago

    Centurion, Gauteng, South Africa Jacaranda International Pre-Primary and School Full time

    Jacaranda International Pre-Primary and School is located in The Reeds, Centurion. At our school, we are committed to providing a dynamic and innovative educational experience for our students, guided by the principles of 21st-century teaching and learning. We firmly believe that education has the power to transform lives and shape the future. Our approach...

  • Sales Representative

    7 days ago

    Centurion, Gauteng, South Africa Bausch + Lomb Full time

    Territory Sales Manager / Sales Representative - North Gauteng - EAST (South Africa)Bausch and Lomb, Trading as Soflens (Pty) Ltd.OperationsPlan and implement the activities that are necessary for the realisation of the individual territory target, on a periodical and annual baseMeet sales target in own territoryPlan quarterly, monthly, weekly and daily on a...

  • Velocity Club Intern

    2 months ago

    Centurion, South Africa Momentum Life Full time

    **Introduction** **Role Purpose** Momentum Velocity Club is a new generation advice practice that prides itself on simplifying financial planning through the support of a passionate team of money obsessed individuals. The role sets to provide you with a unique opportunity to learn critical relationship management skills, sales skills as well as financial...

  • Vc Advice Hub Team Lead

    4 weeks ago

    Centurion, South Africa Momentum Life Full time

    **Introduction** Velocity Club is looking for an experienced, innovative and dynamic financial planner that wants to take their career to the next level. Momentum Velocity Club is an unique and exciting initiative responsible for new generation face-to-face financial planning. **Role Purpose** To manage a team of advice analysts in VC Advice Hub in order...

  • History and Geography Educator

    2 months ago

    Centurion, South Africa Jacaranda College Full time

    Jacaranda International Pre-Primary and School is located in The Reeds, Centurion. At our school, we are committed to providing a dynamic and innovative educational experience for our students, guided by the principles of 21st-century teaching and learning. We firmly believe that education has the power to transform lives and shape the future. Our approach...

  • Geography High School Educator

    2 weeks ago

    Centurion, South Africa Jacaranda International Pre-Primary and School Full time

    Jacaranda International Pre-Primary and School is located in The Reeds, Centurion. At our school, we are committed to providing a dynamic and innovative educational experience for our students, guided by the principles of 21st-century teaching and learning. We firmly believe that education has the power to transform lives and shape the future. Our approach...

  • History High School Educator

    2 weeks ago

    Centurion, South Africa Jacaranda International Pre-Primary and School Full time

    Jacaranda International Pre-Primary and School is located in The Reeds, Centurion. At our school, we are committed to providing a dynamic and innovative educational experience for our students, guided by the principles of 21st-century teaching and learning. We firmly believe that education has the power to transform lives and shape the future. Our approach...

  • Scrum Master

    3 weeks ago

    Centurion, South Africa Momentum Life Full time

    **Introduction** Through our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our wellness and lifestyle rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. **Role...

  • Scrum Master

    3 weeks ago

    Centurion, South Africa Momentum Investments Full time

    **Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. **Role Purpose** - Ensure well...

  • Scrum Master

    3 weeks ago

    Centurion, South Africa HR Genie Full time

    We pride ourselves on our culture that is made up of impeccably skilled, passionate professionals. Our team varies from veterans of the industry to fresh faced young bloods who are ready to shape the future. Our experienced team assists our clients through their software development journey and more. We have a vast range of experience across various...

  • Scrum Master

    2 months ago

    Centurion, South Africa HR Genie Full time

    We pride ourselves on our culture that is made up of impeccably skilled, passionate professionals. Our team varies from veterans of the industry to fresh faced young bloods who are ready to shape the future. Our experienced team assists our clients through their software development journey and more. We have a vast range of experience across various...

  • Product Owner

    2 weeks ago

    Centurion, South Africa Sakhona HR Full time

    **Job Purpose**: **Key Responsibilities**: - Understanding overall product solution and driving future product strategy, - Ability to produce Product Roadmaps and Business Cases for specific products, - Knowledge of qualitative research with our clients, and running focus groups and testing prototypes, - Complete ownership of the product backlog, ensuring...

  • Scrum Master

    2 months ago

    Centurion, South Africa MMI Holdings Ltd Full time

    Closing Date2023/03/23Reference NumberMMH221207-4Job TitleScrum MasterPosition TypePermanentRole FamilyInformation TechnologyClusterMomentum LifeRemote OpportunitySome of the timeLocation - CountrySouth AfricaLocation - ProvinceGautengLocation - Town / CityCenturionIntroduction Through our client-facing brands Metropolitan and Momentum, with Momentum...

  • Scrum Master

    3 weeks ago

    Centurion, South Africa MMI Holdings Ltd Full time

    Closing Date2023/03/23Reference NumberMMH221207-4Job TitleScrum MasterPosition TypePermanentRole FamilyInformation TechnologyClusterMomentum LifeRemote OpportunitySome of the timeLocation - CountrySouth AfricaLocation - ProvinceGautengLocation - Town / CityCenturionIntroduction Through our client-facing brands Metropolitan and Momentum, with Momentum...

  • Temporary Humanities: History/geography High School

    2 months ago

    Centurion, South Africa Jacaranda International Pre-Primary and School Full time

    Jacaranda International Pre-Primary and School is located in The Reeds, Centurion. At our school, we are committed to providing a dynamic and innovative educational experience for our students, guided by the principles of 21st-century teaching and learning. We firmly believe that education has the power to transform lives and shape the future. Our approach...

  • Humanities: History/geography High School Educator

    2 months ago

    Centurion, South Africa Jacaranda International Pre-Primary and School Full time

    Jacaranda International Pre-Primary and School is located in The Reeds, Centurion. At our school, we are committed to providing a dynamic and innovative educational experience for our students, guided by the principles of 21st-century teaching and learning. We firmly believe that education has the power to transform lives and shape the future. Our approach...

  • Temporary Humanities: History/geography High School

    15 hours ago

    Centurion, South Africa Jacaranda International Pre-Primary and School Full time

    Jacaranda International Pre-Primary and School is located in The Reeds, Centurion. At our school, we are committed to providing a dynamic and innovative educational experience for our students, guided by the principles of 21st-century teaching and learning. We firmly believe that education has the power to transform lives and shape the future. Our approach...

  • Humanities: History/geography High School Educator

    1 day ago

    Centurion, South Africa Jacaranda International Pre-Primary and School Full time

    Jacaranda International Pre-Primary and School is located in The Reeds, Centurion. At our school, we are committed to providing a dynamic and innovative educational experience for our students, guided by the principles of 21st-century teaching and learning. We firmly believe that education has the power to transform lives and shape the future. Our approach...

  • Computer Science Teacher

    2 months ago

    Centurion, South Africa Jacaranda International Pre-Primary and School Full time

    **Jacaranda International Pre-Primary and School** is located in The Reeds, Centurion. At our school, we are committed to providing a dynamic and innovative educational experience for our students, guided by the principles of 21st-century teaching and learning. We firmly believe that education has the power to transform lives and shape the future. Our...

  • Pharmacist

    3 weeks ago

    Centurion, South Africa Clicks Group Limited Full time

    **Listing reference**: 016007**Listing status**: Online- **Position summary** **Industry**:Pharmaceutical Sector - **Job category**:Pharmaceutic**Location**:Centurion - **Contract**:Permanent**Remuneration**:Market Related - **EE position**:Yes**Introduction** - Are you passionate about helping people feel good? Are you committed to delivering high...

  • Computer Science Teacher

    1 day ago

    Centurion, South Africa Jacaranda International Pre-Primary and School Full time

    **Jacaranda International Pre-Primary and School** is located in The Reeds, Centurion. At our school, we are committed to providing a dynamic and innovative educational experience for our students, guided by the principles of 21st-century teaching and learning. We firmly believe that education has the power to transform lives and shape the future. Our...

  • French Educator

    2 weeks ago

    Centurion, South Africa Jacaranda International Pre-Primary and School Full time

    Jacaranda International Pre-Primary and School is located in The Reeds, Centurion. At our school, we are committed to providing a dynamic and innovative educational experience for our students, guided by the principles of 21st-century teaching and learning. We firmly believe that education has the power to transform lives and shape the future. Our approach...