BRIEF DESCRIPTION:-
The Financial Adviser role at Momentum requires no prior experience and involves developing customized financial strategies for clients to meet their goals. The main responsibilities include building client relationships and utilizing provided resources and support to achieve financial success. Essential requirements include a competitive commission structure, access to professional development, and comprehensive marketing and operational support.
Job Title: Financial Adviser (No Experience Required) Company: Momentum
Salary: R8 000.00 - R40 000.00 Per Month (Negotiable) Bonus: Yes Commission: Yes Job Type: Permanent Sectors: Insurance Marketing Sales Benefits: Medical Aid Pension Bonus Training Parking Maternity Leave Reference: NZP2204
Vacancy Details
Employer: Momentum
Join Momentum as a Financial Adviser – Shape Your Clients' and Your Future At Momentum, being a financial adviser means more than just offering financial guidance—it involves creating strong, lasting partnerships with clients to help them achieve their financial aspirations. As a financial adviser with Momentum, you will assist clients in developing customized strategies that meet their specific needs and goals, ensuring they reach their financial objectives.
Why Choose Momentum? Momentum employs an innovative, outcome-based advice™ methodology to assist advisers in building and safeguarding clients' financial futures. We provide a rewarding, supportive work environment that encourages you to thrive while establishing enduring client relationships and expanding your practice.
Benefits as a Momentum Financial Adviser: - Competitive Compensation: Enjoy a structured commission model with performance incentives, commissions, and bonuses. - Annual Recognition: Participate in our elite recognition convention for top performers. - Professional Protection: Receive professional indemnity cover and expert legal support. - Growth and Development: Gain access to the Momentum Institute of Financial Planning (IFP) and advanced advisory resources through Astute subscriptions. - Technology & Support: Utilize state-of-the-art financial planning software, receive IT support, and be provided with a laptop and data bundle for the first 12 months. - Collaborative Business Model: Maximize your earnings by working with specialists and utilizing a wide array of product solutions from various providers. - Marketing and Operational Support: Benefit from dedicated marketing assistance and operational support to help grow your client base. - Comprehensive Solutions: Access a broad range of products and a robust compliance process to ensure trust and excellence in client engagements. - Succession Planning: Ensure your professional legacy with our customized succession planning solutions.
Unlock Your Future with Momentum By joining Momentum, you become part of a progressive team committed to your professional and personal growth. With our unwavering support, you will build meaningful relationships, assist clients in achieving their financial goals, and establish a successful, sustainable practice. Together, we will create brighter financial futures—for your clients and for you.
Interested candidates should email their updated CVs to [Email hidden - Login to reveal]
APPLICATION INFORMATION
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Note: Only shortlisted candidates are contacted.
