Digital Financial Planner

4 weeks ago

Centurion, South Africa Momentum Life Full time

**Introduction**

The Retail Life Insurance department is looking for a self-driven, dynamic sales professional who wants
to grow their career in supporting clients to financial health. Myriad is Momentum's market-leading life
insurance product, providing life cover to clients in South Africa. Our Myriad product aim in partnering
with our clients on their journey to success. We strive to find opportunities in every risk and ensure that
current and potential clients can benefit from our innovative solutions. Part of the reason why Myriad
has the unique ability to develop superior, forward-thinking products and benefits is because we make it
our business to understand our clients' varying needs.

**Role Purpose**

The purpose of this role is to attract, acquire and retain clients by designing and delivering a financial
plan which services their financial wellness needs in line with the growth and engagement strategy.

**Requirements**:
**Experience and Qualifications**
- Matric required
- FAIS and advice accredited (preferably RE5 and COB3)
- Degree in Financial Planning, Business, Finance or Economics (required)
- Aspirations towards becoming a Certified Financial Planner (CFP)
- 1-3 years' sales experience in the insurance industry
- It will be required that you are qualified to provide advice under supervision or independently

**Duties & Responsibilities**
- Engage with prospective clients in order to highlight the features and benefits of risk products
based on their chosen Myriad quote
- Engage telephonically with clients and fulfil on the process
- Must be able to conclude client engagement digitally
- Conduct client financial needs analysis in order to create a customised financial plan 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
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback
and provides exceptional client service
- Proactively build and maintain client relationships by presenting our innovative and trustworthy
product offerings through professional and credible Financial Advisory services.
- Develop and maintain productive and collaborative working relationships with peers and
stakeholders
- Positively influence and participate in change initiatives
- Continuously develop own expertise in terms of professional, industry and legislation knowledge
- Contribute to continuous innovation through the development, sharing and implementation of
new ideas
- Take ownership for driving career development.
- Identify solutions to enhance cost effectiveness and increase operational efficiency
- Manage financial and other company resources under your control with due respect
- Provide input into the risk identification processes and communicate recommendations in the
appropriate forum

**Competencies**
- Attention to detail
- Problem Solving
- Meeting Timescales
- Managing tasks
- Adapts to different buyer behaviour
- Upholding standards

  • Digital Financial Planner

    2 weeks ago

    Centurion, Gauteng, South Africa Momentum Life Full time

    IntroductionThe Retail Life Insurance department is looking for a self-driven, dynamic sales professional who wantsto grow their career in supporting clients to financial health. Myriad is Momentum's market-leading lifeinsurance product, providing life cover to clients in South Africa. Our Myriad product aim in partneringwith our clients on their journey to...

  • Digital Portfolio Planner

    1 week ago

    Centurion, South Africa Momentum Life Full time

    **Introduction** Momentum's Retail Life Insurance department is looking for a self-driven, dynamic sales professional who wants to grow their career in supporting clients to financial health. Myriad is Momentum's market-leading life insurance product, providing life cover to clients in South Africa. Our Myriad product aims at partnering with our clients on...

  • Digital Portfolio Planner

    2 weeks ago

    Centurion, Gauteng, South Africa Momentum Life Full time

    IntroductionMomentum's Retail Life Insurance department is looking for a self-driven, dynamic sales professional who wants to grow their career in supporting clients to financial health. Myriad is Momentum's market-leading life insurance product, providing life cover to clients in South Africa. Our Myriad product aims at partnering with our clients on their...

  • Financial Planner

    3 weeks ago

    Centurion, South Africa Stonebridge HR Solutions Full time

    **Responsibilities**: - **Client Consultation**: Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current financial situation. - **Financial Analysis**: Analyze clients' financial data, including income, expenses, investments, and debts, to develop a comprehensive financial overview. - **Developing...

  • Digital Creative Lead

    3 weeks ago

    Centurion, South Africa Ad Talent Africa Full time

    **Who we are**:We are one of South Africa's most trusted financial services providers for insurance. We have also been voted one of the top employers in South Africa. **What we do**:We provide affordable insurance to our clients. **What we are looking for**:We are seeking an innovative Digital Creative Lead to join our team. **What you will do**: -...

  • Financial Relationship Builders and Financial

    2 weeks ago

    Centurion, Gauteng, South Africa RS Recruitment Services Full time

    RS Recruitment Services is assisting a well-established organisation in the FINANCIAL PLANNING industry to recruit FINANCIAL RELATIONSHIP BUILDERS and FINANCIAL PLANNERS to be based at their offices in CENTURION, DURBAN, JOHANNESBURG and CAPE TOWN. Average earnings after probation, approximately R Good opportunities for growth._OUR CLIENT IS A NATIONAL...

  • Digital Transformation Executive

    1 week ago

    Centurion, South Africa Capital Centre Full time

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

  • Head Digital Sales

    2 weeks ago

    Centurion, South Africa iMasFinance Co-operative (Ltd) Full time

    **Overview**: We are seeking a dynamic and experienced Head of Digital Sales to join our team at iMasFinance. As the Head Digital Sales, you will be responsible for developing and implementing a robust digital sales strategy that aligns with our organizational goals, driving sales growth, and ensuring the achievement of strategic objectives. **Key...

  • Digital Transformation Executive

    2 weeks ago

    Centurion, Gauteng, South Africa Capital Centre Full time

    IntroductionThrough our client-facing brands the Momentum Metropolitan Group, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables businesses and people from walks of life to achieve their financial goals and life aspirations.Role PurposeTo enable the strategic digital...

  • Digital Design Team Manager

    2 months ago

    Centurion, South Africa Ad Talent Africa Full time

    **Who we are**:A leading and employee-centric financial services company based in Gauteng. **What we do**:We provide innovative financial services solutions for an array of clients. **What we are looking for**:A innovative and savvy Digital Design Team Manager who can conceptualise and execute creative campaigns. **What you will do**: - Work with the...

  • Myriad Digital Coordinator

    4 weeks ago

    Centurion, South Africa Momentum Life Full time

    **Introduction** Myriad Digital is looking for a dynamic Digital Coordinator looking to grow their career. Myriad Digital aims to increase the life insurance client base through bringing sound and trusted advice to clients through digital solutions. Myriad is Momentum's market-leading life insurance product, providing life cover to clients in South Africa....

  • Head Digital Sales

    2 weeks ago

    Centurion, Gauteng, South Africa iMasFinance Co-operative (Ltd) Full time

    Overview: We are seeking a dynamic and experienced Head of Digital Sales to join our team at iMasFinance. As the Head Digital Sales, you will be responsible for developing and implementing a robust digital sales strategy that aligns with our organizational goals, driving sales growth, and ensuring the achievement of strategic objectives.Key Responsibilities:...

  • Head of Digital Procurement

    7 days ago

    Centurion, South Africa Group Finance Full time

    **Introduction** - We are seeking a dynamic and experienced Head of Digital Procurement to join our team at MMH. In this pivotal role, you will lead the transformation of our procurement operations by developing and implementing advanced digital procurement frameworks and strategies. You will oversee the entire procurement process, ensuring compliance with...

  • Digital Design Team Manager

    2 weeks ago

    Centurion, Gauteng, South Africa Ad Talent Africa Full time

    Who we are:A leading and employee-centric financial services company based in Gauteng.What we do:We provide innovative financial services solutions for an array of clients.What we are looking for:A innovative and savvy Digital Design Team Manager who can conceptualise and execute creative campaigns.What you will do: Work with the Digital Creative Lead to...

  • Digital Enablement Specialist

    2 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** This role focuses on...

  • Financial Director

    2 weeks ago

    Centurion, Gauteng, South Africa Network Recruitment Full time

    Job & Company Description:If you are ready to take the next step in your career as a Financial Director, then you have come to the right place A well-known company in South Africa is looking for a individual who is forward planner and strategic thinker to join their team. This company is extremely well-known in the industry and continues to drive financial...

  • Treasury Financial Planner

    3 weeks ago

    Centurion, South Africa Future Africa Consulting (Pty)Ltd Full time

    **PURPOSE**: The purpose of this position is the management of loans and cash (i.e., responsible for loans and payments administration on all local and foreign loans, administration of forward exchange contracts and daily cash flow management). It also includes financial planning and budget input (responsible for annual budget funding requirements, annual...

  • Financial Director

    4 weeks ago

    Centurion, South Africa Network Recruitment Full time

    Job & Company Description:If you are ready to take the next step in your career as a Financial Director, then you have come to the right place! A well-known company in South Africa is looking for a individual who is forward planner and strategic thinker to join their team. This company is extremely well-known in the industry and continues to drive financial...

  • Financial Director

    4 weeks ago

    Centurion, South Africa Adzuna ZA B C2 Full time

    Job & Company Description:If you are ready to take the next step in your career as a Financial Director, then you have come to the right place! A well-known company in South Africa is looking for a individual who is forward planner and strategic thinker to join their team. This company is extremely well-known in the industry and continues to drive financial...

  • Financial Director

    3 weeks ago

    Centurion, South Africa Adzuna ZA B C2 Full time

    Job & Company Description:If you are ready to take the next step in your career as a Financial Director, then you have come to the right place! A well-known company in South Africa is looking for an individual who is a forward-planner and strategic thinker to join their team. This company is extremely well-known in the industry and continues to drive...