Website Momentum
Momentum is a trusted financial services company that forms part of the Momentum Group Limited, a listed company on the Johannesburg Stock Exchange (JSE). We believe that with the right #AdviceForSuccess, you can turn small steps into giant feats, with tailored solutions and advice that can accelerate your journey to success.
Role Purpose
- Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.
Requirements
Qualifications:
- Matric or equivalent NQF Level 5 qualification
- RE5
- FAIS Representative legislative qualification
- Class of Business 3 and 7 (preferable)
Experience
- 3-5 years of working experience in the financial services industry
- A minimum of 2 years of managerial experience overseeing the rendering of financial advice
- Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
- A valid driver’s license and access to your own vehicle
- Computer literacy
Duties & Responsibilities
- Leading and managing a team of Financial Advisers
- Developing action plans to drive sales and enhance performance.
- Ensuring compliance with operational processes and legislative requirements
- Cultivating a branch culture to energise employees and maximise productivity.
- Recruiting and selecting high performing Financial Advisers to join your team.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
