Financial Advisor- Mafikeng Branch - Mahikeng - Momentum Group Limited

Description

Job Description: We are seeking a skilled Sales and Customer Service professional to join our team at Momentum Group Limited. This is a mid-senior level, full-time position responsible for attracting, acquiring, and retaining clients by selling company products and providing after-sales service.

Key Responsibilities:

• Engage with prospective clients to highlight features and benefits of various products based on their financial wellness needs, supporting their decision-making process.
• Sell products aligned with clients' financial needs by conducting affordability analyses to help achieve their financial goals.
• Advise on tax and legal implications of products or changes.
• Achieve set targets regarding production, quality, and conversion rates.
• Adhere to compliance requirements during the sales process in line with legislative standards.
• Provide financial advice in line with engagement strategies to enhance clients' financial wellness.

Client-Facing Responsibilities:

• Investigate client queries within the agreed service level and ensure timely feedback.
• Escalate client queries to relevant departments or stakeholders.
• Build and maintain relationships with clients and stakeholders.
• Recommend improvements for client service and fair treatment.

Additional Skills:

• Analyze and process information, ask probing questions, and find solutions.
• Persuade and negotiate effectively.
• Articulate concepts clearly with confidence.
• Maintain a positive outlook and recover from setbacks.

Requirements:

• 2 - 3 years experience in a Sales/Call Centre environment (essential)
• 2 years' experience in the insurance and/or financial services industry providing financial advice (advantageous)
• Matric or equivalent NQF 4 qualification
• National Senior Certificate in Finance/Business Management or equivalent relevant qualification
• FAIS Compliance Requirements: Regulatory examination (RE) 5
• Driver's license and own transport (desirable)

What We Offer: As a Sales and Customer Service professional at Momentum Group Limited, you will have the opportunity to develop your skills and knowledge in a dynamic and supportive environment. You will be part of a team that is committed to excellence and customer satisfaction.