Jobsrican
Website Metropolitan
Job Description:
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.
[the_ad id=”21943″]Job Responsibilities:
- Conduct needs analysis to understand and enhance client’s financial wellness
- Present information sharing sessions on financial planning topics
- Have a clear understanding of the role
- Our products include funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance.
- You will spend a fair amount of time travelling to clients
- You will perform an end to end function which include client analysis, financial wellness analysis, diary management and administration
- Understand and adapt approach to meet the needs of the client
- See financial advice as a career and invest in it
- Interested in finance/sales/service, demonstrated through their previous work experience or studies
- Metropolitan provides Financial Wellness solutions that meet the needs of middle and low-income clients
- Offer solutions (products) to clients to address their financial wellness needs
- Create financial plans for clients that address their financial wellness needs
Job Requirements:
- Candidate must have a minimum 2 years’ experience selling Financial products
- Grade 12OR an equivalent NQF4 plus 5 years working experience OR Grade 12 with post matric qualification plus 1-2 years working experience
- Driver’s license
- Candidate that is fully Fit and Proper as per the FSCA requirements need to have a RE5, FSCA recognised qualification, minimum 1 year financial services experience in the applicable sub-category and proof of CPD hours completed per sub-category.
- Computer literate (Required)
- Own transport (Preferred, but not required)
- Fluency in English (Required)
- Candidate must have the aptitude to become Fit and Proper as per the requirements of the FSCA
Job Details:
Company: Metropolitan
Vacancy Type: Full Time
Job Location: Newcastle, KwaZulu-Natal, SA
Application Deadline: N/A
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