Financial AdviserBe among the first 25 applicants.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.Closing Date: 2024/09/01Reference Number: MMH240725-7Job Title: Financial AdviserPosition Type: PermanentRole Family: SalesCluster: Metropolitan LifeRemote Opportunity: None of the timeLocation: Nelspruit, Mpumalanga, South AfricaRole PurposeAttract, acquire and retain clients by selling company products to generate new business and provide after-sales service to ensure client retention, increase market share, and contribute to the overall business objectives and its long-term viability.Requirements- Matric or equivalent NQF 4 qualification- 2 years' experience in a sales and/or customer service role- Driver's license and own transport (desirable)Duties & ResponsibilitiesINTERNAL PROCESS:- Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs.- Sell products in line with clients' financial needs by conducting affordability analysis to achieve clients' financial goals.- Calculate 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.CLIENT:- Investigate client queries within the agreed service level and ensure that clients receive timely feedback.- Escalate client queries to the relevant department or stakeholder.- Provide accurate information and advice to clients and stakeholders.- Provide regular reports on delivery of services against agreed service level agreements and overall customer targets.- Build and maintain relationships with clients and internal and external stakeholders.- Make recommendations to improve client service and fair treatment of clients.- Participate and contribute to a culture that builds rewarding relationships and provides exceptional client service.- Proactively build and maintain client relationships by presenting innovative and trustworthy product offerings through professional and credible Financial Advisory services.PEOPLE:- Develop and maintain productive relationships with peers and stakeholders.- Positively influence and participate in change initiatives.- Continuously develop own expertise in terms of professional, industry, and legislative knowledge.- Take ownership for driving career development.FINANCE:- Identify solutions to enhance cost-effectiveness and increase operational efficiency.- Manage financial and other company resources under your control with due respect.- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.Competencies- Examining Information: Analyses and processes information, asks probing questions, strives to find solutions to problems.- Interacting with People: Projects enthusiasm and is focused on networking with people.- Convincing People: Comfortable persuading others and negotiating.- Articulating Information: Eloquent in giving presentations and explains things well.- Conveying Self-Confidence: Self-assured and confident in own contributions.- Thinking Positively: Optimistic and recovers easily from setbacks.- Meeting Timescales: Target-focused and reliable in finishing tasks.- Following Procedures: Adheres closely to rules and instructions.Seniority LevelEntry levelEmployment TypeFull-timeJob FunctionFinance and Sales
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