Health Financial Advisor

6 months ago

Centurion, South Africa Health Solutions Full time

**Introduction**

Momentum, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise 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.

We are looking for talented and passionate financial advisors who share our values of putting our clients first and treating customers fairly. If you are looking to start a career as a financial advisor in the health industry, or you are an experienced hand in healthcare sales, then this opportunity is for you

**Role Purpose**

Momentum Financial Planning (MFP) is responsible for financial planning within South Africa, while being well-vested in the legislative and regulatory context. Our purpose is to show up to make a positive difference in people’s journeys because we care. By establishing long-term professional relationships built on trust and credibility, a Momentum financial adviser provides clients across different market segments (middle-income, affluent, professional market and business) with expert advice through sound financial planning. Set in a franchise environment, this opportunity offers particular focus on health solutions, allowing you to build in-depth expertise and credibility as a financial adviser in a supportive environment.

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

**Requirements**:

- Matric / equivalent
- Advantageous: FSCA approved qualification or in process to complete a FSCA approved qualification.
- New to Industry and experienced applicants will all be considered
- Inspired to build a career towards greater purpose and contribution set in a professional, competitive and accountable organisation.
- Looking for a flexible environment where you can determine your own hours as an entrepreneur.
- Has large and solid business, social and close contact networks.
- If required, willingness and motivation to study further to meet requirements.
- Influential, self-driven, customer-focused, resilient and results orientated.

**Duties & Responsibilities**
- Determined and have the aptitude to make a success of the role.
- Like the autonomy and the entrepreneurial nature of the role.
- Inspired to live a greater purpose and make a contribution set in a professional, competitive and accountable organisation.
- Meeting with clients to determine their financial goals, needs, and risk tolerance.
- Providing strategic advice on various financial products and services, such as Medical aid, Health insurance, Health Saver, Gap cover Insurance, etc.
- Preparing and reviewing financial plans and ensuring their accuracy and suitability.
- Responding to client queries and resolving any issues.
- Supporting investment professionals and cultivating client relationships.

**Competencies**
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
- Growing Talent
- Matric / equivalent
- Advantageous: FSCA approved qualification or in process to complete a FSCA approved qualification.

  • Experienced Health Financial Advisor

    3 months ago

    Centurion, South Africa Health Solutions Full time

    **Introduction** - Momentum, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise 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...

  • Medical Advisor

    4 months ago

    Centurion, South Africa Health Solutions 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 maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by...

  • Financial Advisor

    2 months ago

    Centurion, South Africa Jobted ZA C2 Full time

    My client is looking for Financial Advisors for both Short- and Longterm Insurance. As a Financial Advisor, the main objective is to analyse clients' financial status, provide expert guidance on different financial services and products, and create customised financial plans. Join them to help their clients understand the value of making wise financial...

  • Sales Advisor

    7 months ago

    Centurion, South Africa Health Solutions 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 maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by...

  • Sales Advisor

    1 month ago

    Centurion, South Africa Health Solutions 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 maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by...

  • Financial Advisor

    2 months ago

    Centurion, South Africa Profession Hub Full time

    My client is looking for Financial Advisors for both Short- and Longterm Insurance.As a Financial Advisor, the main objective is to analyse clients' financial status, provide expert guidance on different financial services and products, and create customised financial plans.Join them to help their clients understand the value of making wise financial...

  • Financial Advisor

    2 months ago

    Centurion, South Africa Profession Hub Full time

    My client is looking for Financial Advisors for both Short- and Longterm Insurance.As a Financial Advisor, the main objective is to analyse clients' financial status, provide expert guidance on different financial services and products, and create customised financial plans.Join them to help their clients understand the value of making wise financial...

  • Financial Advisor

    2 months ago

    Centurion, South Africa Profession Hub Full time

    My client is looking for Financial Advisors for both Short- and Longterm Insurance. As a Financial Advisor, the main objective is to analyse clients' financial status, provide expert guidance on different financial services and products, and create customised financial plans. Join them to help their clients understand the value of making wise financial...

  • Personal Assistant to Financial Advisor

    6 months ago

    Centurion, South Africa Pro-Match Recruitment Full time

    **Job title: Personal Assistant to Financial Advisor** **Reporting to: Financial Advisor** **Terms: full-time** **Location: Pretoria/Centurion** Key responsibilities & duties The ideal individual must have strong administrative, planning, and organizational skills. Detail orientated, structured, have good communications skills and the ability to...

  • Financial Advisor

    3 weeks ago

    Centurion, South Africa iMasFinance Full time

    Job title : Financial Advisor - CenturionJob Location : Gauteng, CenturionDeadline : December 12, 2024Quick Recommended Links Jobs by Location Job by industries Job Outputs: Selling of life assurance and funeral policies Conducting clients needs analysis Following up on leads  Servicing new and existing members Quality control of new business...

  • Financial Advisor

    2 weeks ago

    Centurion, South Africa iMasFinance Full time

    Job title : Financial Advisor - Centurion Job Location : Gauteng, Centurion Deadline : December 12, 2024 Quick Recommended Links Jobs by Location Job by industries Job Outputs: Selling of life assurance and funeral policies Conducting clients needs analysis Following up on leads  Servicing new and existing members Quality control of...

  • Financial Advisors

    6 months ago

    Centurion, South Africa Ikusasa Recruitment Group Full time

    We are looking for Financia Advisors for the insurance industry Personal and Commercial lines who are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down Business Development Consultants for motor and household domestic insurance. Basic R...

  • Technical Sales Advisor

    7 months ago

    Centurion, South Africa Virbac Full time

    Experiencing together a unique human adventure - Animal health is key to the health of the planet. Working at Virbac means taking part in a unique human adventure in which the engagement of each individual contributes to its evolution. Encouraging internal mobility between positions and countries, offering individual development plans and building a...

  • Financial Advisor

    1 day ago

    Centurion, Gauteng, South Africa Profession Hub Full time

    Job Title: Insurance Industry SpecialistWe are seeking a highly skilled Insurance Industry Specialist to join our team at Profession Hub. This is an excellent opportunity for individuals who are passionate about helping clients achieve their financial goals.About the Role:Analyzing clients' financial status and providing expert guidance on different...

  • Lead Financial Insurance Advisor

    4 weeks ago

    Centurion, Gauteng, South Africa Six Sense Consulting Full time

    Six Sense Consulting is seeking an experienced Lead Financial Insurance Advisor to join our team.As a key member of our financial team, you will play a crucial role in ensuring the smooth execution of our financial reporting and accounting processes. Your expertise in IFRS 17 will be invaluable in driving our business forward.Key Responsibilities:Provide...

  • Financial Consultant

    6 months ago

    Centurion, South Africa Ikusasa Recruitment Group Full time

    Our clients are looking for financial advisors to sell the short-term insurance products in personal lines with an extensive knowledge of the Short-Term Insurance Industry No Descaling Basic You must have strong lead generation skills. Do 45 quotes a month. Be able to sell to clients face to face and do face to face Presentations. Be able to do 5...

  • Technical Sales Advisor

    6 months ago

    Centurion, South Africa Virbac Full time

    Vivre ensemble une aventure humaine unique La santé animale est au cœur de la santé de la planète. Travailler chez Virbac signifie participer à une aventure humaine unique où l’engagement de chacun contribue à la faire progresser. Encourager la mobilité interne entre nos métiers et nos filiales, proposer des plans de développement individuels et...

  • Consumer Health Key Account Manager

    1 month ago

    Centurion, South Africa IQVIA Full time

    **We’re Hiring! Consumer Health Key Account Manager** **IQVIA **is looking for talented and passionate applicants at a **Key Account Manager** level to join our Consumer Health Commercial Sales Team in **South Africa**. Are you an experienced and highly motivated professional with a deep understanding of the Consumer Health market? Do you have exposure...

  • Retentions Advisor

    6 months ago

    Centurion, South Africa Momentum Insure Company Limited 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. We help people grow their savings,...

  • Finacial Advisor Commercial Lines

    6 months ago

    Centurion, South Africa Ikusasa Recruitment Group Full time

    Commercial Financial Advisors who are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insurance. Commercial Financial Advisors will be expected to source leads and achieve sales targets primarily on Commercial Insurance. Basic R...