Financial Advisor Tshwane
MomentumPretoria, Gauteng, South Africa30+ days ago
Job descriptionCalculate 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. Investigate client queries within the agreed service level and ensure that the client receives timely 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. Develop 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. Examining 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 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 targets and deadlines.
Metropolitan is one of the oldest financial services brands in South Africa, operating in South Africa and 12 African countries. We provide 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 Purpose
Attract, acquire, and retain clients by selling company products to generate new business and provide after-sales service to clients, ensuring client retention, increasing market share, and contributing to overall business objectives.
Requirements
- 2-3 years of experience in a Sales / Call Centre environment (essential)
- 2 years of experience in the insurance and / or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualification
- National Senior Certificate in Finance / Business Management and / or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- Driver’s license and own transport (desirable)
Duties & Responsibilities
Engage with prospective clients to highlight product features and benefits based on their financial wellness needs. Sell products in line with client financial needs by conducting affordability analysis to achieve clients’ financial goals.
Internal Process :
Client :
People :
Competencies
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Financial Advisor • Pretoria, Gauteng, South Africa
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