| Reference Number | MMH230419-9 |
| Job Title | Financial Advisor – Limpopo West |
| Position Type | Permanent |
| Role Family | Sales |
| Cluster | Metropolitan Life |
| Remote Opportunity | All of the time |
| Location – Country | South Africa |
| Location – Province | Limpopo |
Introduction
Through our customer-applique brands Metropolitan and Momentum, accompanying Multiply (wellness and rewards programme), and our added doctor brands, containing Guardrisk and Eris Property Group, the group authorizes business and nation from all walks of history to solve their economic goals and existence goals. Read More
We help folk evolve their savings, insulate what matters to bureaucracy and lend for the future. We help associations and organisations care for and reward their agents and appendages. Through our own network of mentors or by way of independent brokers and utilising new principles Momentum Metropolitan supplies efficient commercial resolutions for people, societies and trades. Visit us at computer www.momentummetropolitan.co.za
Role Purpose
Attract, gain and retain customers by auction guest brand to generate new trade and to specify subsequently marketing service to customers to guarantee customer memory, increase market share and enhance the overall trade goals and allure long-term being.
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) Driver’s license and own transport (desirable) |
Duties & Responsibilities
INTERNAL PROCESS
Engage accompanying potential clients in consideration of focal point the looks and benefits of various commodity established their monetary wellness needs so that support and guide their administrative process.
Sell commodity in line with customer’s commercial needs by administering affordability study in order to obtain customers’ fiscal goals.
Calculated and warn on tax and permissible associations of products and or changes.Accurately capture customer facts, appropriate actions and demand on the wholes.
Accurately complete all regulatory and reporting necessities inside concurred timeframes.
Achieve set targets on result, kind and change.
Adhere to compliance necessities in the marketing process in accordance with legislative necessities.
Provide monetary recommendation agreeing the engagement game plan to reinforce customer’s financial wellbeing.
CLIENT
Investigate customer queries inside the agreed help level and guarantee that customer receives appropriate response.
Escalate customer queries to the relevant area or shareholder.
Provide correct information and recommendation to customers and shareholders in order to guarantee that the customer endures the appropriate services.
Provide normal reports on transfer of duties against agreed duty level compromises and in agreements of overall consumer targets.
Provide domineering, knowledge and recommendation to clients and partners.
Build and uphold friendships with customers and within and outside stakeholders.
Make pieces of advice to increase department dealing with customers and fair treatment of customers inside field of responsibility.
Participate and help a civilization that builds rewarding connections, speeds response and provides special department dealing with customers.
Proactively build and claim customer relationships by giving our creative and reliable product contributions through professional and believable Financial Advisory duties.
PEOPLE
Develop and maintain fruitful and cooperative active relationships accompanying peers and colleagues.
Positively influence and take part in change initiatives.
Continuously evolve own knowledge in agreements of professional, industry and charter information.
Contribute to unending innovation through the happening, giving and exercise of new ideas.
Take holding for forceful course happening.
FINANCE
Identify solutions to reinforce cost influence and increase functional efficiency.
Manage monetary and additional guest resources under your control deferentially.
Provide recommendation into the risk labeling processes and communicate pieces of advice in the appropriate meeting.
Competencies
Examining Information: Analyse and process news; ask acute questions and seek to find resolutions to problems.
Interacting accompanying People: Project excitement and devote effort to something building powerful friendships and networks.
Convincing People: Comfortable bearing to persuade possible choice; shape belief by being unreserved and seek to bargain accompanying remainder of something.
Articulating Information: Be persuasive and explain ideas well and project public assurance when articulating news.
Thinking Positively: Optimistic and helpful; restore easily from disappointments and obstructions.Meeting Timescales: Strong devote effort to something conference target and time limits
CLOSING DATE: 2023/05/31