Telesales SI Investement Specialist-MMI Holdings

Telesales SI Investement Specialist (#25691) at Momentum Retail

MMI Holdings Limited (MMI) is a South African based financial services group listed on the South African stock exchange, the JSE. The group operates in the market through several client-facing brands including Metropolitan and Momentum, South Africa’s number one cell captive insurer Guardrisk and wellness & rewards programme Multiply. MMI operates on the African continent, United Kingdom, and India through a direct presence, strategic partnerships and joint ventures.

MMI’s purpose is to improve the lifetime Financial Wellness of people, their communities and their businesses. Financial Wellness is a continuous process of planning and management for individuals, households and businesses, with the aim of affording expenses and achieving goals over one’s lifetime. Our promise to our clients is to be their Financial Wellness partner over this life-long journey, using our expertise and solutions to help them develop and reach their goals. Visit us at www.mmiholdings.co.za.

ROLE PURPOSE

Reporting to the Head of Investment Distribution, the Telesales - SI Investment Specialist is responsible for the positioning, marketing support and implementation of the Momentum Investments’ unique products and solutions. Aligning specialist investment IFA’s with the Momentum’s comprehensive investment capabilities and enhancing the financial wellness and client centric philosophy.

RESPONSIBILITIES AND WORK OUTPUTS

COMPETENCIES REQUIRED

Drive for Results
Leads Change and Innovation
Diversity and Inclusiveness/ Adapting and responding to change
Collaboration
Impact and Influence
Self-Awareness and Insight
Professionalism

EXPERIENCE AND QUALIFICATIONS

Qualifications:
A relevant tertiary qualification BCom or BCom Honours, CA(SA) or CFA
Certified Financial Planner (CFP)

Experience:
Minimum of 5 years sales and service experience which must include investments;
Strong knowledge of the investment, wealth management industry in South African and international markets;
A proven track record in successfully dealing with clients and/or brokers in an practice management environment;
Must be fluent in both written and spoken English;

LOCATION

Requirement on location is for the successful candidate to live in Pretoria/Midrand or surrounding areas. Preference will be given to internal applicants

CONTACT DETAILS

If you experience any technical problems with applying for the position, please call People Soft at 021 940 5169

Please submit your application via our Careers page on www.mmiholdings.co.za

To apply, please follow the official system application process and get in touch with the PeopleSoft Helpdesk (021 940 5169) if you need further assistance.

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