Recent Jobs at Metropolitan

Qualifications

• Grade 12 or equivalent qualification
• FAIS recognised qualification (minimum 120 credits)
• FAIS Key Individual Regulatory Exam Level 1
• FAIS Representative Regulatory Exam Level 5
• Degree in Commerce or Business Management (advantageous)
• Financial planning qualification (advantageous) 

Experience

• 5-8 years’ relevant experience within a financial services and insurance sales
• environment (essential)
• 2-3 years' people management experience
• Leads management experience
• Business process optimization experience
• Client service experience
• Knowledge of the associations and affiliates channel for the market segment

Duties & Responsibilities

Internal Process

• Develop and implement tactics to develop and maximize new business
• Craft and implement the sales strategy to increase product uptake
• Keep abreast with trends, legislation, and best practices within the association and affiliation industry to contribute to optimizing the function.
• Setting revenue targets for the products and setting key performance indicators.
• Conduct industry benchmarking to inform quality standards and initiatives within the sales environment.
• Develop and oversee the implementation of quality assurance assessments, reporting processes, and policies in line with business, compliance, and client requirements.
• Establish metrics to monitor and report on the effectiveness of business processes and practices in areas of responsibility.
• Develop client retention strategies and frameworks that focus on engagements that encourage clients to retain their product(s).
• Analyse client retention trends and recommend enhancing products, service offerings or service delivery to the client based on feedback.
• Enhance system capability and usability to drive sales effectiveness and productivity.
• Provide support to marketing and sales campaigns to ensure optimal uptake and influence of these initiatives.
• Manage the selection and distribution of appropriate leads in line with campaign requirements within the agreed timeframes.
• Identify entrepreneurial opportunities, trends, threats, and environmental influences related to the region in every interaction and remain passionate, resilient, focused and organized.
• Recruit, select, and retain high quality Relationship Consultants in order to build the capability to meet current and future staffing needs in accordance with the manpower plan
• Induct, develop and support RCs to meet and exceed performance and productivity standards
• Manage and monitor activities of the RCs through burial society and Stokvel allocations to ensure that each RC has adequate and appropriate market access opportunities.
• Ensure efficient client service and administration processes are implemented, maintained and managed within the area of responsibility.
• Monitor and track province performance to ensure that RCs meet or exceed agreed productivity, production and quality targets

Client Services

• Enable client-centricity within area of responsibility.
• Contribute to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
• Manage a client service excellence culture that builds enduring relationships and allows the team to provide exceptional client service.
• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders 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 that builds rewarding relationships, facilitates feedback, and provides exceptional client service.

People

• Self-management and teamwork 
• Create a positive work climate and culture to energize employees, give meaning to work, minimize work disruption and maximize employee productivity.
• Select and recruit suitably qualified talent in line with fairness and equity principles and Momentum Metropolitan culture.
• Drive a culture that guides and directs best practices, fostering an environment of continuous learning, improvement, and cohesiveness.
• Effectively manage performance within the team to ensure business objectives are achieved.
• Encourage innovation, change agility, and collaboration within the team.

 Finance

• Manage budget and implement sound financial controls.
• Identify solutions to enhance cost-effectiveness and increase operational efficiency.
• Manage financial and other company resources under your control with due respect.
• Control the budget for area, including the authorization 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.

go to method of application »

Qualifications

• Grade 12 or equivalent qualification
• FAIS recognised qualification (minimum 120 credits)
• FAIS Key Individual Regulatory Exam Level 1
• FAIS Representative Regulatory Exam Level 5
• Degree in Commerce or Business Management (advantageous)
• Financial planning qualification (advantageous) 

Experience

• 5-8 years’ relevant experience within a financial services and insurance sales
• environment (essential)
• 2-3 years' people management experience
• Leads management experience
• Business process optimization experience
• Client service experience
• Knowledge of the associations and affiliates channel for the market segment

Duties & Responsibilities

Internal Process

• Develop and implement tactics to develop and maximize new business
• Craft and implement the sales strategy to increase product uptake
• Keep abreast with trends, legislation, and best practices within the association and affiliation industry to contribute to optimizing the function.
• Setting revenue targets for the products and setting key performance indicators.
• Conduct industry benchmarking to inform quality standards and initiatives within the sales environment.
• Develop and oversee the implementation of quality assurance assessments, reporting processes, and policies in line with business, compliance, and client requirements.
• Establish metrics to monitor and report on the effectiveness of business processes and practices in areas of responsibility.
• Develop client retention strategies and frameworks that focus on engagements that encourage clients to retain their product(s).
• Analyse client retention trends and recommend enhancing products, service offerings or service delivery to the client based on feedback.
• Enhance system capability and usability to drive sales effectiveness and productivity.
• Provide support to marketing and sales campaigns to ensure optimal uptake and influence of these initiatives.
• Manage the selection and distribution of appropriate leads in line with campaign requirements within the agreed timeframes.
• Identify entrepreneurial opportunities, trends, threats, and environmental influences related to the region in every interaction and remain passionate, resilient, focused and organized.
• Recruit, select, and retain high quality Relationship Consultants in order to build the capability to meet current and future staffing needs in accordance with the manpower plan
• Induct, develop and support RCs to meet and exceed performance and productivity standards
• Manage and monitor activities of the RCs through burial society and Stokvel allocations to ensure that each RC has adequate and appropriate market access opportunities.
• Ensure efficient client service and administration processes are implemented, maintained and managed within the area of responsibility.
• Monitor and track province performance to ensure that RCs meet or exceed agreed productivity, production and quality targets

Client Services

• Enable client-centricity within area of responsibility.
• Contribute to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
• Manage a client service excellence culture that builds enduring relationships and allows the team to provide exceptional client service.
• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders 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 that builds rewarding relationships, facilitates feedback, and provides exceptional client service.

People

• Self-management and teamwork 
• Create a positive work climate and culture to energize employees, give meaning to work, minimize work disruption and maximize employee productivity.
• Select and recruit suitably qualified talent in line with fairness and equity principles and Momentum Metropolitan culture.
• Drive a culture that guides and directs best practices, fostering an environment of continuous learning, improvement, and cohesiveness.
• Effectively manage performance within the team to ensure business objectives are achieved.
• Encourage innovation, change agility, and collaboration within the team.

 Finance

• Manage budget and implement sound financial controls.
• Identify solutions to enhance cost-effectiveness and increase operational efficiency.
• Manage financial and other company resources under your control with due respect.
• Control the budget for area, including the authorization 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.

go to method of application »

Qualifications

• Grade 12 or equivalent qualification
• FAIS recognised qualification (minimum 120 credits)
• FAIS Key Individual Regulatory Exam Level 1
• FAIS Representative Regulatory Exam Level 5
• Degree in Commerce or Business Management (advantageous)
• Financial planning qualification (advantageous) 

Experience

• 5-8 years’ relevant experience within a financial services and insurance sales
• environment (essential)
• 2-3 years' people management experience
• Leads management experience
• Business process optimization experience
• Client service experience
• Knowledge of the associations and affiliates channel for the market segment

Duties & Responsibilities

Internal Process

• Develop and implement tactics to develop and maximize new business
• Craft and implement the sales strategy to increase product uptake
• Keep abreast with trends, legislation, and best practices within the association and affiliation industry to contribute to optimizing the function.
• Setting revenue targets for the products and setting key performance indicators.
• Conduct industry benchmarking to inform quality standards and initiatives within the sales environment.
• Develop and oversee the implementation of quality assurance assessments, reporting processes, and policies in line with business, compliance, and client requirements.
• Establish metrics to monitor and report on the effectiveness of business processes and practices in areas of responsibility.
• Develop client retention strategies and frameworks that focus on engagements that encourage clients to retain their product(s).
• Analyse client retention trends and recommend enhancing products, service offerings or service delivery to the client based on feedback.
• Enhance system capability and usability to drive sales effectiveness and productivity.
• Provide support to marketing and sales campaigns to ensure optimal uptake and influence of these initiatives.
• Manage the selection and distribution of appropriate leads in line with campaign requirements within the agreed timeframes.
• Identify entrepreneurial opportunities, trends, threats, and environmental influences related to the region in every interaction and remain passionate, resilient, focused and organized.
• Recruit, select, and retain high quality Relationship Consultants in order to build the capability to meet current and future staffing needs in accordance with the manpower plan
• Induct, develop and support RCs to meet and exceed performance and productivity standards
• Manage and monitor activities of the RCs through burial society and Stokvel allocations to ensure that each RC has adequate and appropriate market access opportunities.
• Ensure efficient client service and administration processes are implemented, maintained and managed within the area of responsibility.
• Monitor and track province performance to ensure that RCs meet or exceed agreed productivity, production and quality targets

Client Services

• Enable client-centricity within area of responsibility.
• Contribute to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
• Manage a client service excellence culture that builds enduring relationships and allows the team to provide exceptional client service.
• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders 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 that builds rewarding relationships, facilitates feedback, and provides exceptional client service.

People

• Self-management and teamwork 
• Create a positive work climate and culture to energize employees, give meaning to work, minimize work disruption and maximize employee productivity.
• Select and recruit suitably qualified talent in line with fairness and equity principles and Momentum Metropolitan culture.
• Drive a culture that guides and directs best practices, fostering an environment of continuous learning, improvement, and cohesiveness.
• Effectively manage performance within the team to ensure business objectives are achieved.
• Encourage innovation, change agility, and collaboration within the team.

 Finance

• Manage budget and implement sound financial controls.
• Identify solutions to enhance cost-effectiveness and increase operational efficiency.
• Manage financial and other company resources under your control with due respect.
• Control the budget for area, including the authorization 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.

go to method of application »

Qualifications

• Matric or equivalent NQF Level 4 qualification
• FAIS Representative Regulatory Exam Level 5 passed
• 120 credit FAIS recognised qualification

Experience

• 3-5 years’ working experience in the insurance industry environment
• A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP
• FAIS Tier 1 & 2 financial products (Long term insurance products, Pension benefit products and Collective investment scheme products)
• Class of Business 3 and 7 (Preferable)
• Other requirements
• Driver’s license and own vehicle

Duties & Responsibilities

INTERNAL PROCESS

• Managing a team of Financial Advisors
• 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 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.

CLIENT

• Drive client service delivery goal achievement in line with predefined standards 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 provide 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 Momentum Metropolitan 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.

FINANCE

• Give input into the budget for area and implementation of financial regulations.
• 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.