Closing Date 2023/12/28
Reference Number MMH230814-9
Job Title Health Financial Advisor
Position Type Permanent
Role Family Sales
Cluster Health Solutions
Remote Opportunity All of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Centurion
Introduction
Momentum, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation and create value through unique insights of how to achieve specific outcomes by using a defined set of Health capabilities.
We are looking for talented and passionate financial advisors who share our values of putting our clients first and treating customers fairly. If you are looking to start a career as a financial advisor in the health industry, or you are an experienced hand in healthcare sales, then this opportunity is for you!
Role Purpose
Momentum Financial Planning (MFP) is responsible for financial planning within South Africa, while being well-vested in the legislative and regulatory context. Our purpose is to show up to make a positive difference in peoplexe2x80x99s journeys because we care. By establishing long-term professional relationships built on trust and credibility, a Momentum financial adviser provides clients across different market segments (middle-income, affluent, professional market and business) with expert advice through sound financial planning. Set in a franchise environment, this opportunity offers particular focus on health solutions, allowing you to build in-depth expertise and credibility as a financial adviser in a supportive environment.
In line with our Financial Wellness philosophy, we create unique journeys to success for each of our clients by delivering an excellent client experience through continuous engagement on their financial needs, in a tangible and practical way.
Requirements
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