Metropolitan is a South African financial services company specializing in long-term insurance and financial planning as part of Momentum Metropolitan Holdings. The company offers a range of products, including life insurance, funeral cover, and retirement and investment plans, and also provides access to financial advisers.

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 wellbeing whilst putting them at ease with regards to the future of their families.

Requirements

• Matric (Grade 12) certificate.
• Post matric qualification equivalent to NQF5 (FSCA Recognized).
• At least one year Sales and/or Call Centre working experience (essential).
• Cold calling experience.
• Regulatory examination (RE) 5 (desirable).
• FAIS Compliance Requirements

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

• Articulating Information
• Seizing Opportunities
• Establishing Rapport
• Meeting Timescales
• Convincing People
• Upholding Standards
• Following Procedures
• Understanding People