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  • Posted: Jun 3, 2024
    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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    Financial Advisor - South Coast

    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

    • 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.

    Competencies

    • 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 behaviors (deal with difficult clients, competitive, achieving, persistent).
    • Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)

    go to method of application »

    Financial Advisor - Cape West Coast

    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

    • 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.

    Competencies

    • 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 behaviors (deal with difficult clients, competitive, achieving, persistent).
    • Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)

    go to method of application »

    Organisational Development Specialist - Bellville

    Role Purpose

    • Develop group wide Organisational Effectiveness interventions that increase the effectiveness of the business and futureproof the business.

    Requirements

    • Post graduate degree in business, social or behavioural science
    • Industrial Psychologist (preferred)
    • 3-5 years’ experience in Organisational Effectiveness
    • Exposure to group facilitation and psychometric assessment feedback
    • Registered with the HPCSA

    Duties & Responsibilities 

    INTERNAL PROCESS:

    • Develop and drive group wide interventions that shape and embed the business culture and values in collaboration with leadership
    • Design and drive the implementation of group wide culture assessment and leverage insights to shape interventions
    • Conduct organisational diagnosis and interventions that improve organisational performance and productivity
    • Develop and implement change and organisational development strategies and initiatives to support large-scale, complex organisational change initiatives
    • Develop and drive the adoption of frameworks and tools that will enable business to drive, implement and sustain solutions
    • Design and implement diagnostic frameworks, methodologies and tools to understand existing and new strategic and cultural issues and guide the implementation of interventions to address the concerns and opportunities identified
    • Create and use diagnostic tools and monitor business results to determine the success of interventions and to design new interventions
    • Act as subject matter expert and provide advice on matters within area or responsibility
    • Keep abreast of trends, legislation and best practices within the organisational effectiveness field to influence and shape solutions and interventions
    • Craft and guide the implementation of organisational effectiveness solutions across the people value chain to solve business problems and contribute to strategic intent of the business
    • Create and leverage metrics to shape and inform solution design and impact metrics

    CLIENT:

    • Provide authoritative, expertise and advice to clients and stakeholders
    • Build and maintain relationships with clients and internal and external stakeholders
    • Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments
    • Define service practices which build rewarding relationships, encourage innovation and allows others to provide exceptional client service
    • 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:

    • 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
    • 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 achieved
    • Encourage innovation, change agility and collaboration within the team

    FINANCE:

    • 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
    • Identify solutions to enhance cost effectiveness and increase operational efficiency
    • 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

    • Business Acumen
    • Stakeholder engagement and management
    • Earns Trust Through Results
    • Influencing and Persuading
    • Strategic Thinking
    • Change Champion
    • Growing Talent
    • Analytical thinking
    • Digital Disruption
    • Outside-in Thinking

    Method of Application

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