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  • Posted: Jun 7, 2022
    Deadline: Not specified
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  • Metropolitan part of Momentum Metropolitan Life Limited, is an authorised financial service (FSP 44673) and credit provider (NCRCP). With a legacy of over 120 years, Metropolitan has been serving and empowering South African communities with accessible financial solutions through the best and challenging times. As one of the largest financial services co...
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    Customer Service Consultant - DBN

    Role Purpose    

    To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education. Accurately capture data to support the region and processing all the administrative tasks according to agreed standards and turnaround times

    Requirements    

    • Grade 12 or an equivalent NQF4 qualification
    • Qualification (Wealth Management) or Diploma in Financial Management, Marketing Management,   Business Administration
    • 1 to 2 years experience in customer service essential
    • No criminal record
    • Have honesty and integrity

    Duties & Responsibilities    

    • 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
    • Timeously complete all administrative and reporting duties related to the role
    • Accurately capture and check new business documentation.
    • Collate, compile and distribute documents to the required standards within defined time-frames
    • Attend to all queries in a professional and friendly manner in order to provide an excellent client      experience
    • Screen and route all queries received to appropriate stakeholders
    • Maintain the relevant office housekeeping standards
    • Escalate faults/errors on applications to Line Manager
    • Providing feedback on status of applications i.e. outstanding requirements and errors
    • Provide updates on how many applications issued and processed
    • Accurately capture client information on the relevant system
    • Compile and check the relevant document to process payments and policy amendments within service  agreement and authority levels.
    • Ensuring client service level agreements are met and exceeded
    • Providing effective, efficient and professional service to all our clients and offices, both telephonically and through written correspondence
    • Engage with client in a client centricity manner in order to improve client retention and repeat business activities.
    • Resolve client queries and follow up to ensure queries are resolved timeously and effectively.
    • Process the relevant policy transactions per client interaction

    Competencies    

    •  Eye for Detail with good planning and Time Management Skills
    •  Energetic and Self-Motivated and be entrepreneurial           
    •  Numerical reasoning ability and analytical Skills (including numeracy)
    •  Selling behaviours and persuasiveness
    •  Fluent Verbal and Written Communication and Comprehension in English
    •  PC Literacy
    •  Fluency in English
    •  Be self- reliant and resilient
    •  Manage relationships well and able to be adaptable to clients' needs

    Closing Date: 27th, June 2022

    go to method of application »

    Financial Adviser Pietermaritzburg

    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.

    To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education. Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.

    Requirements    

    • Grade 12 or an equivalent NQF4 qualification plus 2 years industry experience in finance/insurance.
    • Grade 12 with post matric qualification equivalent of NQF5 plus 2 years industry working experience
    • Candidate must have the aptitude to become Fit and Proper as per the requirements of the FSCA
    • Candidate that is fully Fit and proper as per FSCA requirements need to have a RE5, FSCA recognised qualification, minimum 2 years financial services experience in the applicable  sub category  and proof of CPD hours completed per sub category
    • Drivers license
    • No criminal record/charges
    • Knowledge of the financial services industry Knowledge of relevant legislation

    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 organised
    • 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 customised financial plan to achieve clients’ financial goals

    Competencies    

    • Selling and persuasiveness
    • Presentation skills
    • Fluent Verbal and Written Communication and Comprehension in English
    • Analytical Skills (including numeracy)
    • Planning and Time Management Skills
    • PC Literacy
    • Ability to speak multiple languages with some African languages

    Closing Date: 6th, August 2022

    Method of Application

    Use the link(s) below to apply on company website.

     

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