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 Health 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.
Required Qualifications:
- Matric/equivalent
- Advantageous: FSCA-approved qualification or in process to complete a FSCA approved qualification
Required Experience:
- 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.
Responsibilities and work outputs:
- 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.
Additional Information
- Shortlisted candidates will be subjected to the following statutory checks:
- ITC, Criminal, References and Qualification checks
- Psychometric assessments will be part of the selection criteria