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Financial Advisor - Boland
Financial Advisor - BolandMMI Holdings Ltd • Stellenbosch, Western Cape, South Africa
Financial Advisor - Boland

Financial Advisor - Boland

MMI Holdings Ltd • Stellenbosch, Western Cape, South Africa
30+ days ago
Job description

Closing Date : 2023 / 03 / 31

Reference Number : MMH

Job Title : Financial Advisor - Boland

Location : Western Cape, Stellenbosch / Worcester, South Africa (Remote opportunities not available)

Introduction

Metropolitan 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 and is present in seven African countries including Namibia, Botswana, Kenya, Ghana and Lesotho. 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 Purpose

Attract, 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.

Responsibilities

INTERNAL PROCESS

  • Engage 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 client and required financial needs by conducting affordability analysis to achieve clients’ financial goals.
  • Calculate and advise on tax and legal implications of products 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 the client’s financial wellness.

CLIENT

  • Investigate client queries within the agreed service level and ensure that client receives timely feedback.
  • Escalate client queries to the relevant department or stakeholder.
  • Provide accurate information and advice to clients and stakeholders to ensure the client receives the appropriate services.
  • Provide regular reports on delivery of services against agreed service level agreements and 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 area of responsibility.
  • Participate and contribute to a culture which 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.

    • PEOPLE

  • 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.
  • Contribute to continuous innovation through the development, sharing and implementation of new ideas.
  • 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.

    • Qualifications / Competencies

    REQUIREMENTS

  • 1-2 years’ experience in a financial advice rendering role (essential)
  • 1-3 years’ experience in the financial services industry (desirable)
  • Degree in Financial Planning, Business, Finance, Economics, or equivalent qualification
  • Certificate of proficiency in Insurance or equivalent qualification
  • Relevant legislative / regulatory exams or qualifications
  • Specific licensing or registration
  • Certified Financial Planner (CFP) or equivalent registration
  • Interpersonal skills
  • Communication skills
  • Planning skills
  • Influencing skills
  • Knowledge of the financial services industry
  • Knowledge of relevant legislation

    • COMPETENCIES

  • Examining Information : Analyzes and processes information, asks probing questions and strives to find solutions to problems.
  • Interacting with People : Energetic and engages with others, focused on networking.
  • Convincing People : Persuades others, shapes opinions and negotiates.
  • Articulating Information : Clear, articulate presentations and explanations, with social confidence.
  • Conveying Self Confidence : Demonstrates confidence and self-assurance.
  • Thinking Positively : Maintains optimism, resilience and cheerfulness.
  • Meeting Timescales : Targets are met; punctual and reliable.
  • Following Procedures : Adheres to rules and procedures, minimizes risk by following processes.

    • #J-18808-Ljbffr

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    Financial Advisor • Stellenbosch, Western Cape, South Africa

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