ROLE PURPOSETo enhance the lifetime financial wellness of people, their families and their communities through empowerment and education.
REQUIREMENTS
Grade 12 OR an equivalent NQF4 plus 5 years working experience OR Grade 12 with post matric qualification plus 1-2 years working experience
Candidate must have the aptitude to become Fit and Proper as per the requirements of the FSCA
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.
Candidate must have a minimum 2 years' experience selling Financial products
Computer literate (Required)
Fluency in English (Required)
Driver’s license (Preferred, but not required)
Own transport (Preferred, but not required)
RESPONSIBILITIES AND WORK OUTPUTS
Conduct needs analysis to understand and enhance client’s financial wellness
Create financial plans for clients that address their financial wellness needs
Offer solutions (products) to clients to address their financial wellness needs
Present information sharing sessions on financial planning topics
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
Metropolitan provides Financial Wellness solutions that meet the needs of middle and low-income clients
Our products include funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance.
Interested in finance/sales/service, demonstrated through their previous work experience or studies
See financial advice as a career and invest in it
Have a clear understanding of the role
Understand and adapt approach to meet the needs of the client
COMPETENCIES REQUIRED
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 behaviours (deal with difficult clients, competitive, achieving, persistent)
Be entrepreneurial (set ambitious targets, self-reliant, financial prosperity in high risk environment, autonomy