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
- 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 years experience on sales
- Computer literate (Recommended)
- Driver’s license (required)
Duties and Responsibilities
- Conduct needs analysis to understand and enhance client’s 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 includes 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
As an applicant, please verify the legitimacy of this job advert on our company career page.
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