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Financial Advisor - Ulundi
MomentumUlundi, KwaZulu-Natal, South Africa2 hours ago
Job descriptionINTERNAL PROCESS Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process. Sell products in line with client’s financial needs by conducting affordability analysis in order 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 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 in order 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. 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. Examining Information : Analyses 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 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. Entry level Full-time Finance and Sales
Overview
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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, 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.
Disclaimer : As an applicant, please verify the legitimacy of this job advert on our company career page.
Role purpose
To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education. 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.
Requirements
- Matric or equivalent NQF 4 qualification
- 2 years’ experience in a sales and / or customer service role
- 2 years’ experience in the insurance and / or financial services industry rendering financial advice (advantageous)
- Compliance with FAIS Fit and Proper requirements
- Finance or Business related tertiary qualification (desirable)
- Driver’s license and own transport (desirable)
Duties & Responsibilities
Competencies
Seniority level
Employment type
Job function
Ulundi, KwaZulu-Natal, South Africa
2 days ago
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Financial Advisor • Ulundi, KwaZulu-Natal, South Africa
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