Experienced Health Financial Advisor

2 days ago

Centurion Durban PE or any other region Gauteng South Africa Momentum Group Limited 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.

Momentum Health Solutions is looking for talented and passionate Health Financial Advisors who share our values of putting our clients first and treating customers fairly. If you are an experienced hand in healthcare sales, then this opportunity is for you



Role Purpose

The individual will be responsible for acquiring, retaining, and growing a client base market for Momentum Medical Aid and its Complementary 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.

This includes providing clients across different market segments (middle-income, affluent, professional market, and business) with expert advice through sound financial planning. This opportunity is set in a franchise environment, focusing on health solutions.

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



Duties & Responsibilities
  • 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.
  • Engage with prospect clients to understand their financial needs.
  • Sell products that align with the clients' financial requirements.
  • Comply with legislative regulations and adhere to all compliance requirements.


Requirements
  • Matric / equivalent
  • FAIS requirements based on DOFA date
  • FSCA-approved qualification
  • Relevant regulatory examinations (RE5)  if you are already working in the financial services industry.
  • 2 years' experience as a financial advisor
  • Has large and solid business, social and close contact networks.


Competencies
  • Business Acumen
  • Client/ Stakeholder Commitment
  • Drive for Results
  • Collaboration
  • Impact and Influence
  • Self-Awareness and Insight

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