BRIEF DESCRIPTION:-
As a Financial Solutions Specialist at Momentum, you will form strong, lasting relationships with clients to help them achieve their financial goals by developing personalized strategies tailored to their unique needs. The role offers attractive remuneration, commissions, and bonuses, along with professional support, growth opportunities, and comprehensive solutions to ensure client trust and excellence.
Job Title: Financial Solutions Specialist (No Experience Needed) 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 Solutions Specialist – Shape Your Clients' Futures and Your Own At Momentum, your role as a financial solutions specialist goes beyond mere advice—it’s about forming strong, lasting relationships with clients to help them reach their financial goals. As a financial solutions specialist with Momentum, you will assist clients in developing personalized strategies tailored to their unique needs and aspirations, ensuring they achieve their financial dreams. Why Choose Momentum? Momentum offers an innovative, outcome-based advice™ methodology to help specialists build and safeguard clients' financial futures. We provide a supportive, rewarding environment that helps you thrive as you develop enduring client relationships and expand your practice. Benefits of Being a Financial Solutions Specialist at Momentum: Attractive Remuneration: A structured commission model with performance-driven incentives, commissions, and bonuses. Stipend Provided Annual Recognition: Exclusive invitations to our prestigious recognition convention for top performers. Professional Protection: Professional indemnity cover and expert legal assistance. Growth and Development: Access to Momentum’s Institute of Financial Planning (IFP) and enhanced advisory tools through Astute subscriptions. Technology & Support: Advanced financial planning software, IT support, laptop, and data bundle for the first 12 months. Collaborative Business Model: Optimize your earnings by collaborating with specialists and utilizing a wide array of product solutions from various providers. Marketing and Operational Support: Dedicated marketing and operational support to help you grow your client base. Comprehensive Solutions: Access to diverse product offerings and a robust compliance process to ensure trust and excellence in client engagement. Succession Planning: Secure your future with our tailored succession planning solutions. Embark on Your Journey with Momentum Becoming part of Momentum means joining a forward-thinking team that supports your professional and personal growth. With our unwavering support, you’ll build meaningful relationships, help clients achieve their financial aspirations, and establish a successful, sustainable practice. Together, we will forge brighter financial futures—for your clients and for you. Interested candidates can send updated CVs to [Email hidden - Login to reveal]
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