Overview
Financial Advisor MMH Jobs in Graaff Reinet, South Africa at Metropolitan
Position: Â Financial Advisor MMH250116-6
Location: Graaff Reinet
Role Purpose
To enhance the lifetime financialwellnessof people, their families, and their communities throughempowermentandeducation. 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 or equivalent NQF 4 qualification
1-2 years’ experience in a sales and/or customer service role
1-2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
Compliance with FAIS Fit and Proper requirements
Finance or Business related tertiary qualification (desirable)
Driver’s license and own transport (desirable)
Duties and Responsibilities
INTERNAL PROCESS
Engage with prospective clients in order to highlight the features and benefits of various products based on their financialwellnessneeds to support and guide their decision-making process. Sell products in line with client’s financial needs by conducting affordability analysis to achieve clients’ financial goals. Calculate 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 time frames. 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 the client’s financialwellness.
CLIENT
Investigate client queries within the agreed service level and ensure that the client receives timely feedback. Escalate client queries to the relevant department or stakeholder. Provide accurate information and advice to clients and stakeholders 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 andfair treatmentof clients within the 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 ourinnovativeand trustworthy product offerings through professional and credible Financial Advisory services.
PEOPLE
Develop and maintain productive andcollaborativeworking 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 continuousinnovationthrough the development, sharing, and implementation of new ideas. Take ownership of drivingcareer development.
FINANCE
Identify solutions to enhance cost-effectiveness and increase operational efficiency. Manage financial and other company resources under your control with duerespect. Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
As an applicant, please …
Title: Financial Advisor MMH
Company: Metropolitan
Location: Graaff Reinet, South Africa
Category: Finance & Banking, Sales
