Health Advice and Engagement C

6 days ago

Centurion, South Africa Momentum Metropolitan Holdings Full time

-Introduction

Momentum Health Solutions, an entity of Momentum Metropolitan Holdings, delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximize lifetime client value. We build and maintain a culture of innovation and create value through unique insights of how to achieve specific outcomes by using a defined set of Health capabilities.
Role Purpose
Attract, acquire and retain clients by selling company 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.
Requirements
- 1-2 years experience in a financial advice rendering role (essential).
- 1-3 years experience in the financial services industry (desirable) ,
- Formal qualifications: B Degree in Financial Planning, Business, Finance, Economics or equivalent qualification,
- Certificate of proficiency in Insurance or equivalent qualification,
- Relevant legislative/regulatory exams or qualifications,
- Specific licensing or registration Certified Financial Planner (CFP) or equivalent registration,
- Interpersonal skills Communication skills Planning skills Influencing skills ,
- Knowledge of the financial services industry Knowledge of relevant legislation
Duties & Responsibilities
- Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision making process.
- Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
Competencies
- Examining Information Analyses and processes information; asks probing questions; strives to find solutions to problems.,
- Interacting with PeopleIs lively and projects enthusiasm; is talkative in making contact; is focused on interacting and networking with people.,
- Convincing PeopleIs comfortable having to persuade others; shapes opinions by being outspoken; seeks to negotiate with others.,
- Articulating InformationIs articulate in giving presentations; is eloquent and explains things well; projects social confidence when articulating information.,
- Conveying Self-ConfidenceIs self-assured and projects inner confidence; is confident and determines own future; values own contributions.,
- Thinking PositivelyIs optimistic and positive; recovers easily from setbacks and obstructions; is jovial and projects cheerfulness.,
- Meeting TimescalesIs target focused and meets deadlines; is punctual and keeps to schedule; is reliable in finishing tasks.,
- Following ProceduresConforms and adheres to rules; closely follows instructions and procedures; minimises risks by sticking to processes.
- Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

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