Trainee Financial Planner

Closing DateNot specifiedReference NumberMMH250122-14Job TitleTrainee Financial PlannerPosition TypePermanentRole FamilySalesClusterInternationalRemote OpportunityAll of the timeLocation - CountryNamibiaLocation - Town / CityWindhoekIntroductionMomentum Group Namibia is excited to invite dynamic and motivated individuals to apply for the position of Trainee Financial Planner.DisclaimerAs an applicant, please verify the legitimacy of this job advert on our company career page.Role PurposeAttract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.RequirementsMatric/Grade 12A Degree in Marketing/Business Management or an equivalent qualificationRelevant, Industry Specific Qualifications (NAMFISA License)COP qualification will be an added advantage.1-2 year’s experience in a financial advice rendering role (essential)1-3 year’s experience in the financial services industry (desirable)An understanding of the Namibian Insurance IndustryDuties & ResponsibilitiesEngage with prospective clients to highlight the features and benefits of various products based on their financial needs in order to support and guide their decision-making process.Offer products in line with client’s financial needs by conducting affordability analysis in order to achieve clients financial goals.Accurately capture client information, relevant actions and sales on the systems.Accurately complete all administrative and reporting requirements within agreed timeframes.Achieve set targets on production, quality and conversion.Adhere to compliance requirements in the sales process in line with legislative requirements.Investigate client queries within the agreed service level and ensure that client receives timeous feedback.Escalate client queries to the relevant department or stakeholder.Provide accurate information and advice to clients and stakeholders to ensure that the client receives the appropriate services.Source, develop and grow your own individual, client base through networking, prospecting & referrals.Provide on-going advice to existing clients to promote and assist retention.CompetenciesProblem identification/resolution skillsAn innovative thinkerAbility to work independently.Ability to network and build relationships.Career driven individual with strong entrepreneurial skillsEnquiries061 297 3129