Job Description

Closing Date 2023/09/19
Reference Number MMH230906-4
Job Title Financial Adviser - Polokwane
Position Type Permanent
Role Family Sales
Cluster Metropolitan Life
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Limpopo
Location - Town / City Polokwane
Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at
Role Purpose

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at
Requirements

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)

Matric or equivalent NQF 4 qualification

Compliance with FAIS Fit and Proper requirements

Finance or Business related tertiary qualification (desirable)

Driverxe2x80x99s license and own transport (desirable)
Duties & Responsibilities

2 yearsxe2x80x99 experience in a sales and/or customer service role

2 yearsxe2x80x99 experience in the insurance and/or financial services industry rendering financial advice (advantageous)

Matric or equivalent NQF 4 qualification

Compliance with FAIS Fit and Proper requirements

Finance or Business related tertiary qualification (desirable)

Driverxe2x80x99s license and own transport (desirable)
Competencies

Examining Information: Analyse 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 having to persuade others; shape opinions by being outspoken and seek to 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 target and deadlines

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