Velocity Club Intern - Centurion, South Africa - Momentum Life

Momentum Life

Verified Company

Centurion, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Introduction

Role Purpose

Momentum Velocity Club is a new generation advice practice that prides itself on simplifying financial planning through the support of a passionate team of money obsessed individuals.

The role sets to provide you with a unique opportunity to learn critical relationship management skills, sales skills as well as financial planning product knowledge.

The program will be conducted through an engaged on the job training process.

At the end of the internship, you will be equipped with the expert knowledge and skills needed to build yourself up for a successful career within the financial services industry.

What we do:

We're a team of financial experts that assist people in making smarter financial decisions, improving their relationship with money, and empowering them to plan for their financial success.

What value you will be adding:
Through establishing long-term relationships, the financial consultant is the main client relationship manager for our professional client segment.

They assist clients by helping them better understand where they spend their money and how to plan towards achieving their goals.

In line with Momentum Velocity Club's Financial Wellness philosophy, this role aims to create wealth for our clients by delivering an excellent client experience through continuous engagement on their financial needs and product solutions in a tangible and relevant way.

The financial consultant will be highly collaborative with Velocity Club's experienced team of financial planners, who will be responsible for providing clients with the best-of-breed advice recommendations.

This includes life insurance, risk and savings products, investment, retirement, and health.

We are looking for someone who will act as a brand ambassador for Momentum Velocity club:

Build a strong brand for Velocity Club by having a strong trustworthy relationship with
Help people by creating a safe and nonjudgmental relationship where clients feel guided and
Listen and connect deeply with clients and let them "feel" heard and
Encourage clients to signup for Momentum Velocity Club's subscription.
Encourage clients to implement the product recommendations made in their financial plans.
Be a client advocate towards their financial goals through establishing and guiding the client to understand their

Requirements:

3year businessrelated university degree (required)
35 years career working experience in sales / financial services environment (required)
Experience in financial planning and sales environments with a proven track record in client acquisition and retention (required)
Knowledge of insurance, investment, risk, or health management related products (advantageous)
Aspire for growing towards financial advice and become advice accredited as required by the business over time

Duties & Responsibilities

Create and maintain Velocity Club's client growth and engagement through continuous support and guidance
Engage with stakeholders in a client centric manner, improving client growth, engagement and
Drive the achievement of growth and engagement targets to increase the acquisition of new engaged clients and to retain existing engaged
Engage with prospective clients to highlight the features and benefits of Velocity Club's holistic but executable financial plan based on the client's financial and life
Using coaching skills, establish & foster productive, professional, and enabling relationships with clients to manage and enhance the value of all
Employ a coaching approach to facilitate the client relationship and to effectively extract the client's life
Ensure the holistic Velocity Club philosophy and house view is embedded with the
Capture client information (financial and goals), relevant actions and sales on the systems
Complete all administrative requirements to ensure smooth execution of client's decisions and choices.
Gather sufficient and relevant information to assist the Velocity Club Advice Hub in providing clients with holistic financial planning to reach their life goals.
Communicate and present the financial plan prepared by the Velocity Club Advice Hub, to the
Assist Velocity Club to unlock value by ensuring that each client has a financial plan and
Offer an excellent client experience and frequent engagement activities with clients
Ensure day to day engagements with clients to ensure that all queries and requests are answered, actioned and
Hold clients accountable to their goals and commitments through regular
Network across various face to face and digital platforms to establish and build new
Participate and contribute to a culture which builds sustainable relationships, facilitates feedback, and provides a safe environment for
Develop and maintain productive and collaborative working relationships with peers and
Continuously developing own expertise in terms of professional, industry a