Business Development Financial Planner | Sales Professionals Wanted | Unlimited Earning Potential | Momentum Financial Planning

Introduction

Turn Your Sales Expertise into a Rewarding Career in Wealth Creation

\uD83D\uDCCD Momentum Financial Planning (MFP)

Are you a natural relationship builder? A driven sales professional? Someone who thrives on creating opportunities and achieving ambitious targets?

Momentum Financial Planning is looking for ambitious, commercially minded individuals to join our team as Business Development Financial Planners .

This opportunity is ideal for experienced sales professionals who want to leverage their business development skills, grow their own client portfolio, and build a successful career within one of South Africa's leading financial services brands.

Why Join Momentum Financial Planning?

✅ Industry-leading training and support

✅ Unlimited earning potential

✅ Build and grow your own client portfolio

✅ Professional development and accreditation

✅ Ongoing mentorship and coaching

✅ Entrepreneurial career path

✅ Make a meaningful impact on clients' financial futures

Duties & Responsibilities

The Opportunity

As a Business Development Financial Planner, your primary focus will be identifying opportunities, building relationships, and helping clients achieve financial success through tailored financial solutions.

You will be responsible for growing your own client base while providing strategic advice on:

• Investments

• Wealth Creation

• Retirement Planning

• Risk and Insurance Solutions

• Financial Protection Strategies

This role is ideal for individuals who enjoy networking, prospecting, generating leads, and developing long-term client relationships.

Key Responsibilities

Business Development & Sales

• Identify and engage new business opportunities

• Build and maintain a strong pipeline of prospective clients

• Generate leads through networking, referrals, and relationship building

• Conduct client consultations and financial needs analyses

• Present tailored financial solutions to meet client objectives

• Achieve and exceed sales and business growth targets

Client Relationship Management

• Develop long-term relationships with clients

• Provide ongoing financial advice and portfolio reviews

• Deliver exceptional service and client experiences

• Become a trusted adviser within your professional network

Professional Development

• Complete industry-related training and accreditation requirements

• Stay informed of market trends, products, and financial planning solutions

• Utilise Momentum's leading technology and support systems to grow your practice

Desired Experience & Qualification

Who We're Looking For

We are seeking highly motivated professionals who have a passion for sales, business development, and helping clients succeed.

Minimum Requirements

✔ Matric (National Senior Certificate) - Essential

✔ Minimum 3 years' proven sales experience

✔ Business development and client acquisition experience

✔ Valid driver's licence and access to a vehicle

✔ Own laptop

✔ Clear criminal and credit record

Ideal Candidate Profile

You are

⭐ A strong hunter who enjoys generating new business

⭐ Confident engaging with decision-makers and professionals

⭐ Target-driven and results-focused

⭐ Entrepreneurial and self-motivated

⭐ Passionate about relationship building

⭐ Skilled in networking and prospecting

⭐ An excellent presenter and communicator

⭐ Comfortable working independently

⭐ Driven by success, growth, and financial rewards

Package & Remuneration

High commission earning potential

Stipent

pension

provident fund

training

Interested?

Preferred Background

We would love to hear from candidates with experience in

• Financial Services

• Insurance

• Banking

• Wealth Management

• Investments

• Corporate Sales

• Business Development

• B2B Sales

• Recruitment and Talent Acquisition

• Real Estate

• Vehicle Sales

• Telecommunications Sales