Metropolitan: Financial Advisor Job opportunity in Gauteng
Metropolitan: Financial Advisor Job opportunity in Gauteng
Metropolitan is looking for jobseekers to fill the Financial Advisor position in the West Rand, Gauteng. The role involves attracting, acquiring, and retaining clients by selling financial products, providing after-sales service, and ensuring client retention. Candidates need two years of sales/customer service experience, compliance with FAIS requirements, and a matric qualification.
Job Details
- Company Name: Metropolitan
- Location: Florida, Krugersdorp, Randfontein, Westgate, Mogale City, Westonaria, Gauteng, South Africa
- Job Title: Financial Advisor - West Rand
- Position Type: Permanent
- Role Family: Sales
- Cluster: Metropolitan Life
- Remote Opportunity: Some of the time
Job Description
Role Purpose:
The Financial Advisor will attract, acquire, and retain clients by selling company products, generating new business, and providing after-sales service to ensure client retention, increased market share, and the achievement of overall business objectives.
Duties and Responsibilities:
- Internal Process:
- Engage with prospective clients to highlight product features and benefits based on their financial needs.
- Sell products aligned with clients’ financial goals through affordability analysis.
- Provide tax and legal advice related to products or changes.
- Accurately capture client information and sales on systems.
- Complete administrative and reporting requirements timely.
- Achieve set targets on production, quality, and conversion.
- Adhere to compliance requirements in the sales process.
- Offer financial advice to enhance clients' financial wellness.
- Client:
- Investigate and resolve client queries within service level agreements.
- Escalate queries to relevant departments or stakeholders.
- Provide accurate information and advice to clients.
- Build and maintain client relationships, offering professional financial advisory services.
- Provide regular service delivery reports and meet customer targets.
- Contribute to a culture of exceptional client service.
- People:
- Develop productive relationships with peers and stakeholders.
- Participate in change initiatives and continuous professional development.
- Innovate by sharing and implementing new ideas.
- Drive personal career development.
- Finance:
- Enhance cost-effectiveness and operational efficiency.
- Manage financial and company resources responsibly.
- Contribute to risk identification processes and provide recommendations.
About Metropolitan
Metropolitan is one of the oldest financial services brands in South Africa, with a 125-year legacy of serving communities. The company offers affordable financial solutions aimed at creating financial growth and security for clients. Operating in South Africa and 12 other African countries, Metropolitan provides a range of financial wellness solutions, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions, and life insurance.
Requirements
- 2 years of experience in sales and/or customer service roles.
- 2 years of experience in the insurance and/or financial services industry (advantageous).
- Matric or equivalent NQF 4 qualification.
- Compliance with FAIS Fit and Proper requirements.
- Finance or Business-related tertiary qualification (desirable).
- Driver’s license and own transport (desirable).
Competencies:
- Ability to analyze and process information.
- Strong relationship-building and networking skills.
- Persuasive and able to shape opinions.
- Eloquent and confident in explaining concepts.
- Optimistic and resilient.
- Focused on meeting targets and deadlines.
Required Documents
- Updated resume/CV.
- Cover letter outlining your suitability for the role.
- Copies of relevant certificates and qualifications.
How to Apply for Metropolitan: Financial Advisor Job opportunity in Gauteng
To apply for the Financial Advisor position at Metropolitan:
Visit the Metropolitan careers page on their official website.
Closing Date
Closing Date: 2024/07/31
Reference Number: MMH240704-6
For inquiries, contact shumalo2@metropolitan.co.za.
Join Metropolitan and be part of a team dedicated to empowering communities through financial wellness and security. Apply today!
