Job Openings at Metropolitan

Role Purpose    

• Manage and motivate the team in order to deliver an excellent client experience and support the achievement of sales targets.

Requirements    

• Matric (grade 12) certificate (essential).
• NQF level 5 qualification approved by FSCA or equivalent relevant qualification (essential).
• Diploma in Business Management and or equivalent relevant qualification (essential).
• 2 years in a sales environment, doing outbound calls and cold calling (desirable).
• Regulatory Exam 5 (essential).
• Minimum 2 years of managerial sales team leader experience supervising financial advice (essential).

Duties & Responsibilities    

• Develop plans to achieve sales targets in line with client centric practices.
• Manage the adherence to operational processes, policies and legislative requirements.
• Develop action plans and initiatives to drive sales, motivate team and improve performance.
• Communicate and implement approved team targets within area of responsibility.
• Implement action plans to achieve sales targets and business goals.
• Effectively manage all day-to-day team activities and escalations.
• Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance and quality of calls.
• Regularly assess team members' performance against targets and implement actions to increase performance.
• Assess service delivery based on engagements with business, stakeholders and relevant analytics and implement plans for improvement.
• Maintain effective and efficient record keeping on the relevant system.
• Conduct regular engagement with team members in order to cascade information and team objectives.
• Cultivate and manage working relationships with a variety of stakeholders.
• Analyse, identify trends and report on team performance and productivity.
• Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
• Implement measures to address non-performance within the team.
• Identify operational efficiencies and make recommendations for improvement.
• Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
• Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.
• Provide regular reports on delivery of services
• Provide authoritative, expertise and advice to clients and stakeholders
• 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
• Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
• Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
• Select and recruit suitably qualified talent in line with Employment
• Equity principles and MMI values
• Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
• Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
• Support effective workforce planning practices to ensure that staffing requirements are accurately forecasted
• Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
• Effectively manage performance within the team in order to ensure business objectives are achieved
• Encourage innovation, change agility and collaboration within the team
• Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
• Plan and implement a cycle of medium term improvements to drive pricing of services and products.
• Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
• Implement and provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct.
• Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
• Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.

Competencies    

• Convincing People
• Team Working
• Empowering Individuals
• Interacting with People  
• Making Decisions  
• Resolving Conflict  
• Adopting Practical Approaches 
• Seizing Opportunities 

Closing Date    
2025/12/31

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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    

• 2 - 3 years experience in a Sales/ Call Centre environment (essential)
• 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
• Matric or equivalent NQF 4 qualification
• National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
• FAIS Compliance Requirements
• Regulatory examination (RE) 5
• Driver’s license and own transport (desirable)

Duties & Responsibilities    
INTERNAL PROCESS

• 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.
• Calculated 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.

CLIENT

• 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. Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• 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.

PEOPLE

• 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.

FINANCE

• 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 and strive to find solutions to problems.
• Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
• Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
• Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
• Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
• Meeting Timescales: Strong focus on meeting target and deadlines

Closing Date    
2025/12/31

go to method of application »

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    

• 2 - 3 years experience in a Sales/ Call Centre environment (essential)
• 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
• Matric or equivalent NQF 4 qualification
• National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
• FAIS Compliance Requirements
• Regulatory examination (RE) 5
• Driver’s license and own transport (desirable)

Duties & Responsibilities    
INTERNAL PROCESS

• 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.
• Calculated 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.

CLIENT

• 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. Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• 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.

PEOPLE

• 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.

FINANCE

• 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 and strive to find solutions to problems.
• Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
• Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
• Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
• Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
• Meeting Timescales: Strong focus on meeting target and deadlines

Closing Date    
2025/12/31

go to method of application »

Role Purpose    

• Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.

Requirements    
Qualifications:

• Matric or equivalent NQF Level 5 qualification
• RE5
• FAIS Representative legislative qualification
• Class of Business 3 and 7 (preferable)

Experience

• 3-5 years of working experience in the financial services industry
• A minimum of 2 years of managerial experience overseeing the rendering of financial advice
• Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
• A valid driver's license and access to your own vehicle
• Computer literacy

 
Duties & Responsibilities    

• Leading and managing a team of Financial Advisers
• Developing action plans to drive sales and enhance performance.
• Ensuring compliance with operational processes and legislative requirements
• Cultivating a branch culture to energise employees and maximise productivity.
• Recruiting and selecting high performing Financial Advisers to join your team.

Competencies    

• Business Acumen
• Client/ Stakeholder Commitment
• Drive for Results
• Leads Change and Innovation
• Motivating and Inspiring Team
• Impact and Influence
• Collaboration
• Self-Awareness and Insight

Closing Date    
2026/01/12