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 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.
www.metropolitan.co.za
ROLE PURPOSE
To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education.
REQUIREMENTS
- Grade 12 or an equivalent NQF4 qualification plus 6 years working experience, preferably in rendering financial services
OR
- Grade 12 with post matric qualification equivalent of NQF5 plus 3 years working experience.
Candidates previously registered as Financial Adviser with the FSB must adhere to the FSB fit and proper criteria
- Driver’s license and own transport (preferably)
- 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
RESPONSIBILITIES AND WORK OUTPUTS
- 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 REQUIRED
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
- Growing Talent
CONTACT DETAILS
For futher information please contact Norman Maphala who is the HRBPO dealing with this position on (011) 240-2197.
Please submit your application via our Careers page on www.mmiholdings.co.za
To apply, please follow the official system application process and get in touch with the PeopleSoft Helpdesk (021 940 5169) if you need further assistance.
Closing Date
No date indicated
Contact Details
Norman Maphala
nmaphala@metropolitan.co.za (The purpose for this email address is solely for queries regarding the advertised position and no emailed CV’s will be accepted. Only online applications submitted via our Careers page will be considered.)
0112402238
All positions will be filled in accordance with our Employment Equity policy.
We also encourage people with disabilities to apply.