Closing Date: 2024/08/19Reference Number: MMH240806-1Job Title: Financial Advisor - BritsPosition Type: PermanentRole Family: SalesCluster: Metropolitan LifeRemote Opportunity: Some of the timeLocation - Country: South AfricaLocation - Province: North WestLocation - Town / City: BritsIntroductionThrough our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables businesses and people from all walks of life to achieve their financial goals and life aspirations.We help people grow their savings, protect what matters to them, and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilizing new platforms, Momentum Metropolitan provides practical financial solutions for people, communities, and businesses. Visit us at www.momentummetropolitan.co.zaDisclaimer: As 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.Requirements2 years' experience in a sales and/or customer service role2 years' experience in the insurance and/or financial services industry rendering financial advice (advantageous)Matric or equivalent NQF 4 qualificationCompliance with FAIS Fit and Proper requirementsFinance or Business related tertiary qualification (desirable)Driver's license and own transport (desirable)Duties & ResponsibilitiesINTERNAL PROCESSEngage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process.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.CLIENTInvestigate client queries within the agreed service level and ensure that clients receive 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.Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.Provide authoritative expertise and advice to clients and stakeholders.Build and maintain relationships with clients and internal and external stakeholders.Make recommendations to improve client service and fair treatment of clients within the area of responsibility.Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service.Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.PEOPLEDevelop and maintain productive and collaborative working relationships with peers and stakeholders.Positively influence and participate in change initiatives.Continuously develop own expertise in terms of professional, industry, and legislation knowledge.Contribute to continuous innovation through the development, sharing, and implementation of new ideas.Take ownership for driving career development.FINANCEIdentify 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.CompetenciesExamining Information: Analyse 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 persuading 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 targets and deadlines.
#J-18808-Ljbffr
