Metropolitan Financial Advisor Outbound - Parc du Cap Jobs in South Africa

Metropolitan Financial Advisor Outbound - Parc du Cap Jobs in South Africa

Introduction

Metropolitan is one of the oldest financial services brands in South Africa. With a 116 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 9 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. www.metropolitan.co.za

Role Purpose

To continuously enhance the lifetime financial wellness of people, their families and their communities through empowerment and education, by selling financial solutions to them which will enhance their financial well-being whilst putting them at ease with regards to the future of their families.

Requirements

Grade 12 or an equivalent NQF4 qualification

Post matric qualification equivalent of NQF 5

At least 1 year’s Sales Call Centre working experience

Candidate must have the aptitude to become Fit and Proper as per the requirements of the FSCA

Cold Calling Experience

Undergraduate Degree (If no experience in Call Centre)

Candidate who is fully Fit and Proper as per FSCA requirements need to have an RE 5, FSCA recognized qualification which carries minimum 120 FAI credits, minimum 1 year financial services experience in the applicable sub category and proof of CPD hours completed per sub category

Duties & Responsibilities

Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress management

Present information-sharing sessions on financial planning topics to engage new business and enhance the knowledge of potential clients

Analyse situations carefully, understand the complexity and consequences before quickly taking action through clear, well thought out decisions

Accurately identify problems and proactively solve them

Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organized

Timeously complete all

administrative and reporting duties related to the role

Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services

Support and guide clients through the decision-making process by displaying exceptional product knowledge and customer centricity

Regularly review client accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment

Build sound relationships with others through honesty, trust and respect

Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions
and comply with governance requirements

Be self-confident, self-motivated entrepreneurs and relentlessly pursue targets and goals

Effectively manage time and ensure optimal productivity

Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates

Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making

Conduct client financial needs analysis in order to develop and implement a customized financial plan to achieve clients' financial goals

Competencies

Verbally fluent

Numerical reasoning ability

Be able to plan and manage their time

Self-reliant

Be resilient (drive, determination, risk tolerance, bounce back after setbacks)

Manage relationships well

Demonstrate sales behaviours (deal with difficult clients, competitive, achieving, persistent)

Be entrepreneurial (set ambitious targets, self-reliant, financial prosperity in high-risk environment, autonomy)

How to Apply

For more information and job application details, see; Metropolitan Financial Advisor Outbound - Parc du Cap Jobs in South Africa

Find daily jobs in South Africa. Jobs - South Africa jobs. Search our career portal & find the latest South African job positions, career opportunities & jobs in South Africa.

Jobs in South Africa - banking jobs, IT jobs, accounting jobs, NGO jobs, business administration, ICT, UN jobs, procurement jobs, education jobs, hospital jobs, human resources jobs, engineering, teaching jobs, and other careers in South Africa.

Find your dream job from 1000s of vacancies in South Africa posted and updated daily - click here!