Financial Coach

**Introduction**

**Role Purpose**

The Financial Coach will work directly with individuals to ensure that individuals reach their educational, financial, and asset goals.

**Requirements**:

- Relevant business degree.
- FSB recognised qualification or credits pertaining to the date of first appointment in the financial services
- Industry, listed on the most recently published Board notice as published for recognised qualification by the FSB.
- First Level Regulatory Exam for Representatives passed pertaining to the date of first appointment in the financial industry.
- 2-5 years' experience in sales in a financial services environment.
- Knowledge of annuities, preservation and investment products.
- Excellent verbal and written communication skills essential.
- Excellent presentation skills.
- Additional professional qualifications such as CFP will be a distinct advantage.
- Multilingual/able to speak Xhosa will be advantageous.
- Must be willing to travel locally
- Own transport is a requirement

**Additional Information**
- Exude upbeat energy and enthusiasm each and every day.
- Be a role model for Momentum Corporate organisational culture by creating a positive impact at every touch point with people, with every word you say or put in print and everything you do.
- Align your values with the Mission, Vision and Values of Momentum Corporate.
- Communicate in a fashion that is respectful and well understood.
- Collaborate with your peers and stakeholders to add to the collective innovative thinking that can drive new business ideas for Momentum Corporate.
- Be a change leader as Momentum Corporate continues to adapt to new and exciting ways of delivering business services.
- Build and utilise working relationships with internal and external partners across the organisation.
- Actively participate in community events as part of Momentum Corporate's overall commitment to Corporate Social Responsibility.
- Utilise Agile methodology to streamline work processes and realise cost and resource efficiencies.

**Duties & Responsibilities**
- Provide individual financial planning and coaching as a part of the employee financial wellness supportive services
- Provide financial advice in line with the engagement strategy to enhance client's financial wellness.
- Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process. Specifically focusing on the Trustee Endorsed solutions.
- Provide one-on-one financial planning and coaching sessions for members to assess their financial situations, reviewing their budgets, credit reports, balance sheets and other financial documents.
- Host webinars and workshops on key financial education concepts to clients.
- Accurately capture client information, relevant actions, and sales on the client relationship management systems (CRM).
- 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.
- Support the retirement benefit counsellor and financial coaches within the Member Solutions team.
- Monitor participants' progress toward financial goals and follow up with participants on referrals to other financial service professionals when applicable.
- Maintain files and database for all participants including the financial plan, credit report, coach's appointment notes, analysis and corrective action plan.

**Competencies**
- Client Centric orientated
- Accountability
- Planning and organising
- Communicating with impact
- Adaptability
- Influencing and persuading
- Strong communication and presentation skills