Health Financial Advisor

Website Momentum

Job Description:

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.

Job Responsibilities:

  • Inspired to live a greater purpose and make a contribution set in a professional, competitive and accountable organisation.
  • Preparing and reviewing financial plans and ensuring their accuracy and suitability.
  • Providing strategic advice on various financial products and services, such as Medical aid, Health insurance,
  • Health Saver, Gap cover Insurance, etc.
  • Like the autonomy and the entrepreneurial nature of the role.
  • Meeting with clients to determine their financial goals, needs, and risk tolerance.
  • Determined and have the aptitude to make a success of the role.

Job Requirements:

  • 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.
  • Matric / equivalent
  • Advantageous: FSCA approved qualification or in process to complete a FSCA approved qualification.
  • Has large and solid business, social and close contact networks.
  • Looking for a flexible environment where you can determine your own hours as an entrepreneur.

Job Details:

Company: Momentum

Vacancy Type: Full Time

Job Location: Centurion, Gauteng, South Africa

Application Deadline: N/A

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