MomentumEast London, Eastern Cape, South Africa1 week ago - Be among the first 25 applicantsClosing Date: 2024/09/06Reference Number: MMH240828-4Job Title: Financial Advisor - East LondonPosition Type: PermanentRole Family: SalesCluster: Metropolitan LifeRemote Opportunity: None of the timeLocation - Country: South AfricaLocation - Province: Eastern CapeLocation - Town / City: East LondonIntroductionMetropolitan 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.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.RequirementsMatric or equivalent NQF 4 qualificationDriver's license and own transport (desirable)Duties & ResponsibilitiesINTERNAL PROCESSEngage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs.Sell products in line with client's financial needs by conducting affordability analysis.Advise on tax and legal implications of products and/or changes.Accurately capture client information and sales on the systems.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.Provide financial advice in line with the engagement strategy.CLIENTInvestigate client queries and ensure timely feedback.Provide accurate information and advice to clients and stakeholders.Build and maintain relationships with clients and stakeholders.Participate in a culture that builds rewarding relationships and provides exceptional client service.PEOPLEDevelop and maintain productive working relationships with peers and stakeholders.Continuously develop own expertise in professional and industry knowledge.FINANCEIdentify solutions to enhance cost-effectiveness and increase operational efficiency.Manage financial and other company resources with due respect.CompetenciesExamining Information: Analyses and processes information, asks probing questions, and strives to find solutions.Interacting with People: Projects enthusiasm and is focused on networking.Convincing People: Comfortable persuading others and negotiating.Articulating Information: Eloquent in presentations and explanations.Conveying Self-Confidence: Projects inner confidence and values contributions.Thinking Positively: Optimistic and recovers easily from setbacks.Meeting Timescales: Target-focused and reliable in finishing tasks.Following Procedures: Adheres to rules and minimizes risks by sticking to processes.Seniority levelEntry levelEmployment typeFull-timeJob functionFinance and Sales
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