Job Description

Closing Date 2024/07/30
Reference Number MMH240711-4
Job Title Financial Adviser - Empangeni
Position Type Permanent
Role Family Sales
Cluster Metropolitan Life
Remote Opportunity None of the time
Location - Country South Africa
Location - Province KwaZulu-Natal
Location - Town / City Empangeni
IntroductionMetropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.Metropolitan operates in South Africa, but the brand is also present in 12 African countries including, Namibia, Botswana, Kenya, Ghana, Nigeria, Lesotho, and Swaziland. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance.Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role PurposeTo enhance the lifetime financial wellness of people, their families and their communities through empowerment and education. Attract, 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 or equivalent NQF 4 qualification2 years experience in a sales and/or customer service role2 years experience in the insurance and/or financial services industry rendering financial advice (advantageous)Compliance with FAIS Fit and Proper requirementsFinance or Business related tertiary qualification (desirable)Drivers license and own transport (desirable)
Duties & ResponsibilitiesEngage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.Sell products in line with clients financial needs by conducting affordability analysis in order to achieve clients financial goals.Calculated and advise on tax and legal implications of products and or changes.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.Provide financial advice in line with the engagement strategy to enhance clients financial wellness.
CompetenciesExamining Information: Analyses and process information; ask probing questions and strive to find solutions to problems.Interacting with People: Project enthusiasm and focus on building strong relationships and networks.Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.Meeting Timescales: Strong focus on meeting target and deadlines
Enquiries lara.johnson@metropolitan.co.zaPolicyWe are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Momentum Metropolitan