MFP – Momentum Financial Planning JOIN an opportunity to enhance your Career.

MFP offers comprehensive training for the next generation of Financial Advisers. Our program takes a holistic approach by incorporating technical, sales, and soft skills training to position the new advisers for success.

Job Objectives:

· Help clients to identify and achieve their financial dreams, by tailoring a financial plan that covers investments, insurance, and retirement planning, thus creating wealth and peace of mind for their clients.

· Conduct detailed clients' financial needs analysis and provide professional advice

· Create and protect the financial security and wealth of clients

· Assist clients in achieving their financial dreams and maintain client portfolios

· Create and cultivate relationships with clients

· Provide excellent service orientation and frequent contact with clients

Become trained and skilled to perform the Financial Adviser role effectively and efficiently:

· Complete required training and assignments, obtain mandatory industry licenses within prescribed timeframes, master assessments, and meet minimum performance and production standards

· Meet production targets that impact overall company revenue goals

· Demonstrate proficiency in the use of Momentum tools and systems

· Develop a book of business consistent with Momentums standards

· Provide a high level of client service

· Manage the full scope of a client relationship by evaluating the clients financial needs, investment opportunities, and insurance needs

· Develop client pipeline by prospecting, networking, and engaging in initiatives

· Recommend financial solutions based on client needs

· Seek expertise in internal resources to identify opportunities and solutions for clients

· Maintain appropriate record-keeping and supervision files

· Stay abreast of products, industry rules and regulations, and financial planning

· Perform other duties and responsibilities as assigned

Required Skills

• Presentation skills 2 years
• Sales experience min 3 years
• Prospecting: 1 year or more

Candidate Requirements

Qualification & Requirements

· Completed matric-related qualifications in marketing, business, law, economics, investments, risk management, etc

· Laptop

· At least 3 year of sales experience

· Clear Credit rating

· No Criminal record

· National Senior Certificate is non-negotiable

· Vehicle/access to a vehicle and a valid drivers licence

Skills & Attributes:

· Impeccable work ethics

· Ability to work autonomously

· Effective marketing and networking skills

· Ability to plan and manage time effectively

· Excellent communication and interpersonal skills.

· Target driven

· Computer literate

· Entrepreneurial

· Self-starter

· Relationship building skills