Metropolitan Financial Advisor-Graaff Reinette Jobs in South Africa

Metropolitan Financial Advisor-Graaff Reinette 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 in7 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.www.metropolitan.co.za

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 longterm viability.

Requirements

Matric/ equivalent NQF4 qualification (required).

Minimum 2 years working experience in sales & or industry experience

FAIS qualifications (for applicants who are more than 6 years in the industry)

Drivers License and own car (required).

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 organised

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 customised financial plan to achieve clients’ financial goals

Competencies

Selling and persuasiveness

Presentation skills

Fluent Verbal and Written Communication and Comprehension in English

Analytical Skills (including numeracy)

Planning and Time Management Skills

PC Literacy

Ability to speak multiple languages with some African languages

How to Apply

For more information and job application details, see; Metropolitan Financial Advisor-Graaff Reinette Jobs in South Africa

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