Financial Advisor - O.R. Tambo (Mtata and surrounding areas)Location: O.R. Tambo, Eastern Cape, South AfricaClosing Date: 2024/09/09Reference Number: MMH240903-5Position Type: PermanentRole Family: SalesCluster: Metropolitan LifeRemote Opportunity: None of the timeIntroductionMetropolitan 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 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 provide after-sales service to clients to ensure client retention, increase market share, and contribute to overall business objectives.RequirementsMatricSales experienceLicense and access to a carDuties & 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.Calculate and advise on tax and legal implications of products.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 to enhance client's financial wellness.CLIENTInvestigate client queries and ensure timely feedback.Provide accurate information and advice to clients.Build and maintain relationships with clients and stakeholders.Make recommendations to improve client service.PEOPLEDevelop and maintain productive working relationships with peers and stakeholders.Continuously develop own expertise in terms of professional and industry knowledge.FINANCEIdentify solutions to enhance cost-effectiveness.Manage financial resources with due respect.CompetenciesExamining InformationInteracting with PeopleConvincing PeopleArticulating InformationConveying Self-ConfidenceThinking PositivelyMeeting TimescalesFollowing ProceduresFor enquiries, contact: ****** level: Entry levelEmployment type: Full-timeJob function: Finance and Sales
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