Job Opportunities at Metropolitan

Role Purpose    

• Commercial Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insure. Commercial Business Development Consultants will be expected to source leads and achieve sales targets primarily on Commercial Insurance. Commercial Business Development Consultants will be expected to build relationships with Personal lines BDCs  and employees within other Momentum Insurance divisions to ensure that these areas become a lead source for commercial.

Requirements    

• Matric/Grade 12
• FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list.
• FAIS Regulatory examination for Representatives (RE5)
• CPD (continuous professional development) points
• Minimum of three years sales experience preferably in the short term industry with payslips as proof of previous commission earned
• Candidate must have his own transport (CAR) and licence

Duties & Responsibilities    

• Source sufficient lead generating opportunities to ensure that you can quote at least 100 prospects per month
• Maintain and update your Lead Generation Matrix on a weekly basis
• Once a quote is requested the consultant must arrange a one on one meeting with the client in order to conduct a proper needs analysis and offer professional advice
• Manage the lead generation process which includes group presentations, one on one consultations, ensuring regular communication with staff, participation in corporate events, advertising and general relationship building
• Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time
• Keep up to date and fully informed on product comparisons with opposition products
• Ensure that you are up to date with all own product changes
• Generate interest for and introduce other Momentum Insure specialists to prospects where appropriate
• Meet all KPl's as laid down by Momentum Insure for BDCs
• Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
• Meet the Fit and proper requirements as set out in the FAIS codes of conduct at all times
• Meet continuing professional development objectives as required by the industry
• Maintain appropriate skills and knowledge in order to provide specialist, professional financial advice in all relevant business areas
• Maintain the required dress code and professional appearance

Competencies    

• Drive and initiative
• Resilience
• Negotiating skills
• Commitment
• Self-development
• Skills development
• Product knowledge
• Competitor knowledge

Closing Date    
2023/04/03

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 longterm 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 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; 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

Closing Date    
2023/04/06

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 longterm 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 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; 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

Closing Date    
2023/04/06

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 longterm 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 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; 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

Closing Date    
2023/04/06