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 organizations 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
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
- Minimum of 2 years experience in the financial services industry
- Minimum of 2 years experience in a financial advice rendering role
- Finance/Business related tertiary qualification (desirable)
- Matric or equivalent NQF 4 qualification
- Compliance with FAIS Fit and Proper requirements
- Computer literacy (essential)
- Own Car (Drivers License - Compulsory)
Duties & Responsibilities
- Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.
- Calculate and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
- Build and maintain relationships with clients and internal and external stakeholders.
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Examining Information: Analyse and process information; ask probing questions; strives to find solutions to problems.
- Interacting with People: Project enthusiasm; focus on interacting and networking with people.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken; seek to negotiate with others.
- Articulating Information: Articulate in giving presentations; is eloquent and explains things well; projects social confidence when articulating information.
- Conveying Self-Confidence: Self-assured and project inner confidence; confident and determines own future; value own contributions.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Target focused and meets deadlines; punctual and keep to schedule; reliable in finishing tasks.
- Following Procedures: Conform and adhere to rules; closely follow instructions and procedures; minimise risks by sticking to processes.
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