Job Opportunities at Metropolitan

Requirements

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date
• Relevant regulatory examinations if you are already working in the financial services industry.
• 1 - 2 years’ experience for individuals with undergraduate degree (preferred)
• 2 - 3 years in a Sales environment
• Strong computer literacy skills
• Fluency in English

Duties & Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Accurately record client information and sales details
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to all compliance requirements.

go to method of application »

Requirements

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date
• Relevant regulatory examinations if you are already working in the financial services industry.
• 5 years’ experience for individuals with matric
• 1-2 years’ experience for individuals with undergraduate degree (preferred)
• Strong computer literacy skills
• Fluency in English

Duties & Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Accurately record client information and sales details
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to all compliance requirements.

go to method of application »

Requirements

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date
• Relevant regulatory examinations if you are already working in the financial services industry.
• 5 years’ experience for individuals with matric
• 1-2 years’ experience for individuals with undergraduate degree (preferred)
• Strong computer literacy skills
• Fluency in English

Duties & Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Accurately record client information and sales details
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to all compliance requirements.

go to method of application »

Requirements

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date
• Relevant regulatory examinations if you are already working in the financial services industry.
• 5 years’ experience for individuals with matric
• 1-2 years’ experience for individuals with undergraduate degree (preferred)
• Strong computer literacy skills
• Fluency in English

Duties & Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Accurately record client information and sales details
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to all compliance requirements.

go to method of application »

Requirements

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date
• Relevant regulatory examinations if you are already working in the financial services industry.
• 5 years’ experience for individuals with matric
• 1-2 years’ experience for individuals with undergraduate degree (preferred)
• Strong computer literacy skills
• Fluency in English

Duties & Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Accurately record client information and sales details
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to all compliance requirements.

go to method of application »

Requirements

• Grade 12 or an equivalent NQF4 qualification 
• Aged between 18 and 35
• South African citizen by birth 
• Unemployed
• Belonging to a previously disadvantaged group
• People living with disabilities are encouraged to apply

Duties & Responsibilities

• Complete all theoretical learning and assessments.
• Timeously complete all administrative and reporting duties related to the role.
• Collate, compile and distribute documents to the required standards within defined time frames.
• Attend to all queries in a professional manner in order to provide an excellent client experience and ensure client service level agreements are met and exceeded.
• Screen and route all queries received to appropriate stakeholders and assist in the resolution of client queries.
• Maintain the relevant office housekeeping standards.

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Requirements

• Degree in Commerce/Marketing/ Business Management and or equivalent relevant qualification
• FSCA recognized qualification
• FAIS Key individual Regulatory Exam Level 1
• FAIS Representative Regulatory Exam Level 5
• 8 - 10 years’ experience in a senior sales management role (essential)
• 5 - 8 years’ management experience (essential)
• Experience in rendering of financial services (essential) 

Duties & Responsibilities

Internal process:

• Implement and manage the sales strategy for the province that are aligned to the overall business strategy and the principles of client centricity.
• Develop, implement and manage a risk management strategy for the relevant Province that effectively manage and mitigate risks.
• Research and build competitor and market intelligence for the province in order to proactively enhance sales strategy and tactics.
• Drive the reduction of wastage in the province through g. the prevention of fraud, management and prevention of surrenders, early duration claims, management and prevention thereof.
• Drive legislative and internal compliance within the province and ensure adherence to high ethical standards.
• Ensure efficient client service and administration processes are developed, implemented, maintained and managed within the geographic area.
• Manage and monitor activities of Regional Managers through market allocation to ensure that each Regional Manager has adequate and appropriate market access opportunities.
• Drive the implementation of sales plans or strategies, in collaboration with the Regional Managers, to increase new sales opportunities and penetration levels.
• Monitor and track Province performance to ensure that business meet agreed productivity, production and quality targets.
• Analyse the profitability within the province and oversee the formulation and implementation of plans for improvement with the relevant stakeholders.
• Set targets and take accountability for the overall achievement of performance objectives in the business area by driving sales performance.
• Communicate processes, control requirements, risk management frameworks and regulatory requirements that impact the sales processes.

Client Services:

• Define and influence service models across functions to ensure continued client satisfaction, value chain integration and optimisation.
• Drive an aligned client service excellence culture, which enables rewarding relationships, encourages innovation and allows team to provide exceptional client service and ensures that clients are treated fairly.
• Drive efforts to better understand client requirements and align service offering with client
• Strategically direct service delivery to meet internal and external customer after sales needs, expectations and targets.
• Build and maintain relationships with clients and internal and external
• Evaluate recommendations to improve client service and fair treatment of clients within area of responsibility.
• Provide authoritative, expertise and advice to clients and
• Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.

People:

• 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.
• 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.
• Execute 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
• Encourage innovation, change agility and collaboration within the

Finance:

• Implement and compile budgets to minimise expenditure in alignment with tactical delivery
• Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
• Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
• 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.
• Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.

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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.

go to method of application »

Requirements

• Matric or equivalent
• Business related qualification
• Product training
• Proficient in English and another official South African language (e.g. Afrikaans, Zulu, Xhosa etc.) (preferred)
• MS Office Suite (Word, Excel)
• Business Area-specific products and procedures (preferred) 
• 2 - 3 Years' experience in a call centre or client service environment with proven knowledge of customer service principles and practices 
• Exposure to the insurance industry (preferred)

Duties & Responsibilities

INTERNAL PROCESS

• Engage with clients and/or intermediaries in a professional manner to resolve all client queries within the Service Level Agreement and quality standards.
• Take ownership of complaints and ensure they are resolved timeously and effectively.
• Provide clients with the relevant information and documentation as required in line with policy guidelines.
• Capture and update client information on relevant system/s, based on data received from the client.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Adhere to legislative / compliance requirements in the service process.
• Identify and report process and system failures and enhancements to improve client experience.

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 after sales 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.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• 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.

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

• Contribute to the financial planning process within area.
• Identify opportunities 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

go to method of application »

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.

go to method of application »

Requirements

• Matric or equivalent
• Business related qualification
• Product training
• Proficient in English and another official South African language (e.g. Afrikaans, Zulu, Xhosa etc.) (preferred)
• MS Office Suite (Word, Excel)
• Business Area-specific products and procedures (preferred) 
• 2 - 3 Years' experience in a call centre or client service environment with proven knowledge of customer service principles and practices 
• Exposure to the insurance industry (preferred)

Duties & Responsibilities

INTERNAL PROCESS

• Engage with clients and/or intermediaries in a professional manner to resolve all client queries within the Service Level Agreement and quality standards.
• Take ownership of complaints and ensure they are resolved timeously and effectively.
• Provide clients with the relevant information and documentation as required in line with policy guidelines.
• Capture and update client information on relevant system/s, based on data received from the client.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Adhere to legislative / compliance requirements in the service process.
• Identify and report process and system failures and enhancements to improve client experience.

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 after sales 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.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• 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.

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

• Contribute to the financial planning process within area.
• Identify opportunities 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

go to method of application »

Requirements

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date
• Relevant regulatory examinations if you are already working in the financial services industry.
• 1 - 2 years’ experience for individuals with undergraduate degree (preferred)
• 2 - 3 years in a Sales environment
• Strong computer literacy skills
• Fluency in English

Duties & Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Accurately record client information and sales details
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to all compliance requirements.