Worksite Financial Consultant

Welcome to the Latest Job Vacancies Site 2025 and at this time we would like to inform you of the Latest Job Vacancies from the Momentum Corporate with the position of Worksite Financial Consultant - Momentum Corporate which was opened this.

If this job matches your qualifications, please send your application directly through our latest Job site. Indeed, every job is not easy to apply because it must meet several qualifications and requirements that we must meet in accordance with the standard criteria of the Company who are looking for potential candidates to work. Good job information Worksite Financial Consultant - Momentum Corporate below matches your qualifications. Good Luck: D

Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our others specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what

matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page. Role Purpose To provide financial guidance to retirement fund members at various stages in their careers and to ensure that these members have access to appropriate financial advice.

To educate members on financial matters using their retirement fund as the platform and demonstrate how the various solutions of Momentum Corporate can benefit them. The Worksite Financial Consultant will be supported by a team of dedicated individual financial planners who will execute on opportunities in targeted worksites where individual financial advice is required.

The Worksite Financial Consultant will partner and collaborate with Scheme advisors, Employers, Retirement Benefit Counsellors, Client Liason Managers and Individual Financial Planners to ensure a seamless and holistic member, advisor and employer experience

Location: Gauteng or Cape Town

Requirements

• Bachelors degree in finance, economics, business, or related field.
• CFP qualification.
• Minimum of 3 years experience in the sales of annuity/life assurance/investment products.
• RE 5 qualification.

Duties & Responsibilities

• Partner with Client Liaison Managers and Scheme advisors to understand their needs and business processes and maintain good business relationships.
• Partner with employers to understand their Human Resources processes in order to effectively engage with members.
• Partner with the Retirement Benefit Counseling (RBC) team to create an effective channel to execute on advice opportunities.
• Engage with retirement fund members through group sessions and one-on-one interactions at their worksites to understand their financial goals and demonstrate how the Momentum Corporate solution set can benefit them.
• Educate members on retirement planning, investment options, and risk management.
• Embed a team of financial planners in targeted worksites in collaboration with the scheme advisor and employer.
• Employ a robust referral process to ensure that financial planners work with qualified referrals.
• Ensure that financial planners adhere to the agreed Corporate Houseview.
• Take accountability for the overall product sales from targeted worksites through the management of the team of embedded financial advisors and the RBC team.
• Accurately capture client information, relevant actions and sales on the systems for reporting purposes and record keeping.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Perform onsite Member Engagement services that includes but is not limited to member presentations and one on one education engagements to fulfil the Trustee mandate and broker partnership agreements.
• Stay informed on industry trends, market changes, and regulatory updates.

Partner and collaborate with Retirement Benefit Counsellor and Client Liason Managers to ensure a seamless and holistic member, broker and employer experience.

Competencies

• Excellent communication, interpersonal, and presentation skills.
• Ability to work independently and as part of a team.
• High level of integrity, professionalism, and ethics.
• Passion for helping people achieve their financial goals.
• Strong analytical, problem-solving, and decision-making skills.

Information :

• Company : Momentum Corporate
• Position : Worksite Financial Consultant
• Location : Cape Town, Western Cape
• Country : ZA

How to Submit an Application:

After reading and knowing the criteria and minimum requirements for qualifications that have been explained from the Worksite Financial Consultant job info - Momentum Corporate Cape Town, Western Cape above, thus jobseekers who feel they have not met the requirements including education, age, etc. and really feel interested in the latest job vacancies Worksite Financial Consultant job info - Momentum Corporate Cape Town, Western Cape in 2025-01-23 above, should as soon as possible complete and compile a job application file such as a job application letter, CV or curriculum vitae, FC diploma and transcripts and other supplements as described above, in order to register and take part in the admission selection for new employees in the company referred to, sent via the Next Page link below.