Job Description

Closing Date 2023/10/24
Reference Number MMH220908-4
Job Title Financial Adviser -Nkandla/showe/Mpangeni/Richardsbay
Position Type Permanent
Role Family Sales
Cluster Metropolitan Life
Remote Opportunity None of the time
Location - Country South Africa
Location - Province KwaZulu-Natal
Location - Town / City Nkandla/Showe/Mpangeni/Richardsbay
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 Africaxe2x80x99s 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.

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

• Grade 12 OR an equivalent NQF4 1 plus years working experience OR

• Grade 12 with post matric qualification plus 1-2 years working experience

• Candidate that is fully Fit and Proper as per the FSCA requirements need to have a RE5, FSCA recognised qualification, minimum 1 year financial services experience in the applicable sub-category and proof of CPD hours completed per sub-category. (Recommended but not required)

• Candidate must have a minimum 2 year' experience on sales

• Driverxe2x80x99s license ( required)

Duties & Responsibilities

• Conduct needs analysis to understand and enhance clientxe2x80x99s financial wellness

• Create financial plans for clients that address their financial wellness needs

• Offer solutions (products) to clients to address their financial wellness needs

• Present information sharing sessions on financial planning topics

• You will spend a fair amount of time travelling to clients

• You will perform an end to end function which include client analysis, financial wellness analysis, diary management and administration

• Metropolitan provides Financial Wellness solutions that meet the needs of middle and low-income clients

• Our products include funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance.

• Interested in finance/sales/service, demonstrated through their previous work experience or studies

• See financial advice as a career and invest in it

• Have a clear understanding of the role

• Understand and adapt approach to meet the needs of the client

Competencies Examining Information : Analyses and processes information asks probing questions strives to find solutions to problems, Interacting with People : Is lively and projects enthusiasm is talkative in making contact is focused on interacting and networking with people, Convincing People : Is comfortable having to persuade others shapes opinions by being outspoken seeks to negotiate with others, Articulating Information : Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information, Conveying Self:Confidence : Is self:assured and projects inner confidence is confident and determines own future values own contributions, Thinking Positively : Is optimistic and positive recovers easily from setbacks and obstructions is jovial and projects cheerfulness, Meeting Timescales : Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks, Following Procedures : Conforms and adheres to rules closely follows instructions and procedures minimises risks by sticking to processes, Examining Information:Analyses and processes information asks probing questions strives to find solutions to problems, Interacting with People:Is lively and projects enthusiasm is talkative in making contact is focused on interacting and networking with people, Convincing People:Is comfortable having to persuade others shapes opinions by being outspoken seeks to negotiate with others, Articulating Information:Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information, Conveying SelfConfidence:Is selfassured and projects inner confidence is confident and determines own future values own contributions, Thinking Positively:Is optimistic and positive recovers easily from setbacks and obstructions is jovial and projects cheerfulness, Meeting Timescales:Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks, Following Procedures:Conforms and adheres to rules closely follows instructions and procedures minimises risks by sticking to processes.

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Momentum Metropolitan