Metropolitan is one of the oldest financial services brands in South Africa. With a 125-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 12 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. Visit us at: www.metropolitan.co.za.
Role Purpose To assist in the maximisation of new and existing accounts via the assigned distribution by applying effective sales techniques and driving sales performance
Requirements Formal Qualification Senior certificate (Grade 12).If DOFA with FSB is before 31 December 2009 - Insurance credits apply.If DOFA with FSB is from 1 January 2010 onwards – Full qualification applies.RE: Representative regulatory exam. Must have written and passed. Based on mandate from FSB.CPD qualification as requiredRequired Experience 3 years experience engaging with corporate entities and clientsProven Lead generation skills Duties & Responsibilities Complete the minimum sales required per dayEnhance lead pipelines by engaging with key contact people, attending wellness days,networking seminars etc. (where applicable)Individualinitiatives to create for lead generation opportunitiesIdentify and target prospects as per annual marketing requirements on monthly basisCross selling to existing databaseAssist in making contact and setting appointments where existing relationship existsPresent AFD Credentials and establish relationship and opportunitiesRetention for new business for 3 month
Up selling and cross selling to Corporate baseGenerate sales leads to meet sales budgets Network with HR managers from companiesConduct cold canvassing Initiate individual initiatives to generate leadsNetwork across business divisions for cross selling opportunitiesComplete market research and preparation to identify and target corporate clientsSource leads by attending events held by joint venturesCreate channels in order to acquire leadsEducate clients on products and offerings Conduct thorough needs analysis Plan individual strategy and daily activityApply effective time management Remain dated and informed on product knowledgeMaintain conversion ratio rate Monitors own conversion ratioDevelop personal selling and underwriting skills such as closing techniquesRetain new business Educate clients at the point of underwritingKeep updated on product knowledge Adhere to new business charterPerform underwriting in line with required standards and ensure that recommendations made are and based on TCF (Treating Customers Fairly) principlesManage loss ratio's on New business generated Generate a steady stream of new business Ensure Compliance to TCF ( Treating Clients Fairly) Knowledge and Skills Presentation skills – to groups or individualsInterpersonal skillsBusiness communication- verbalIndustry and business trends and news knowledgeProduct knowledgeTCF knowledgeCompany policy and procedure knowledgeUnderwriting knowledgeBehavioural Competencies (Interpersonal and Intrapersonal) Achieving Personal Work Goals & ObjectivesProfessional appearance and approach – corporateDelivering Results & Meeting Customer ExpectationsRelating & NetworkingAdhering to Principles & ValuesWorking with PeoplePlanning & OrganisingFollowing Instructions & ProceduresCoping with Pressure & SetbacksAdapting & Responding to ChangeProblem solving abilityOrganisedAmbitiousAdaptablePassionate about the purpose of the role#J-18808-Ljbffr
