Momentum Metropolitan is recruiting a Financial Advisor (m/f), to be based in Rundu, Namibia.
Description
- Attract, acquire and retain clients by selling company 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
Duties
- Internal process:
- Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision making process
- Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals
- 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
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness
- Client:
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback
- Escalate client queries to the relevant department or stakeholder
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services
- Build and maintain relationships with clients and internal and external stakeholders. Make recommendations to improve client service and fair treatment of clients within area of responsibility
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
Requisites
- 1-2 years experience in a financial advice rendering role (essential)
- 1-3 years experience in the financial services industry (desirable)
- Formal qualifications B Degree in Financial Planning, Business, Finance, Economics or equivalent qualification,
- Formal qualifications Certificate of proficiency in Insurance or equivalent qualification, Formal qualifications Relevant legislative/NAMFISA license added advantage
Applicant should be of good Standing with no bad credit scoresCompetencies:
- Analyses and processes information; asks probing questions; strives to find solutions to problems., Interacting with People: Is lively and projects enthusiasm; is talkative in making contact; is focused on interacting and networking with people
- Convincing People: Is comfortable having to persuade others; shapes opinions by being outspoken; seeks to negotiate with others
- Articulating Information: Is articulate in giving presentations; is eloquent and explains things well; projects social confidence when articulating information., Conveying Self:
- Meeting Timescales: Is target focused and meets deadlines; is punctual and keeps to schedule; is reliable in finishing tasks., Following Procedures: Conforms and adheres to rules; closely follows instructions and procedures; minimizes risks by sticking to processes
- Convincing People: Is comfortable having to persuade others; shapes opinions by being outspoken; seeks to negotiate with others., Articulating Information: Is articulate in giving presentations; is eloquent and explains things well; projects social confidence when articulating information
- Following Procedures: Conforms and adheres to rules; closely follows instructions and procedures; minimizes risks by sticking to processes
Notes
- Only shortlisted applicants will be contacted