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Website Metropolitan
Job Description:
Metropolitan is one of the oldest financial services brands in South Africa. With a 116 year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa’s people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 9 African countries including, Namibia, Botswana, Kenya, Ghana, Nigeria, Lesotho, and Swaziland. Metropolitan provides financial wellness solutions that meet the needs of low income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance.
Job Responsibilities:
- Regularly review client accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment
- Accurately identify problems and proactively solve them
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services
- Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress management
- Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organised
- Analyse situations carefully, understand the complexity and consequences before quickly taking action through clear, well thought out decisions
- Timeously complete all administrative and reporting duties related to the role
- Present information-sharing sessions on financial planning topics to engage new business and enhance the knowledge of potential clients
- Support and guide clients through the decision making process by displaying exceptional product knowledge and customer centricity
Job Requirements:
- Grade 12 or an equivalent NQF4 qualification
- Candidate must have the aptitude to become Fit and Proper as per the requirements of the FSCA
- Grade 12 with post matric qualification equivalent of NQF5
Qualification & Experience:
Job Details:
Company: Metropolitan
Vacancy Type: Full Time
Job Location: Polokwane, Limpopo, SA
Application Deadline: N/A
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