Financial Advisor - Vaal Traingle at Momentum Metropolitan Holdings Limited

INTRODUCTION

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 9 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.

We are recruiting for areas: Paarl, Stellenbosch, Worcester, Caledon

ROLE PURPOSE

To help clients achieve their financial life goals through empowerment and education

REQUIREMENTS

• Matric certificate/equivalent

• Financial service experience (Selling different polocies)

• Computer literate (Required)

• Fluency in English (Required)

• Driver’s license (Preferred, but not required)

• Own transport (Preferred, but not required)

• Own digital tools/device (smartphone, laptop and/or tablet

RESPONSIBILITIES AND WORK OUTPUTS

• Conduct needs and affordability 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 wellness

• Travel to allocated worksite to meet with potential clients (You will spend a fair amount of time travelling to clients)

• You will perform an end to end function which include client analysis, financial wellness analysis, diary management and administration

• You will provide mostly solutions that meet the needs of middle and low-income clients

• 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

COMPETENCIES REQUIRED

• Verbally fluent

• Numerical reasoning ability

• Be able to plan and manage their time

• Self-reliant

• Be resilient (drive, determination, risk tolerance, bounce back after setbacks)

• Manage relationships well

• Demonstrate sales behaviours (deal with difficult clients, competitive, achieving, persistent)

• Set ambitious targets, self-reliant, financial prosperity in high risk environment, autonomy

• Drive for career growth

LOCATION

The above-mentioned positions is currently available in the Retail department at our officec in Evatron,Meyerton,Orange Farm, Sasolburg, Vaal Traingle Eyethu, Van der Bijl Park and Vereeniging.