Field Sales Financial Adviser — Build Client Wealth

Metropolitan Life Ltd.; eMalahleni; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Metropolitan Life Ltd. in Mpumalanga invites a motivated Field Sales professional to attract, acquire and retain clients by selling our funeral, health, life and other financial solutions and to provide after sales service to ensure client retention.

You will engage with prospective clients, perform affordability analyses, advise on tax and legal implications of products, and maintain accurate records and timely reporting to meet targets while complying with FAIS and RE5 requirements.

Qualifications

• 2-3 years’ experience in a Field Sales/ Call Centre environment (FIELD SALES is essential)
• 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
• Matric or equivalent NQF 4 qualifications
• National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
• FAIS Compliance Requirements
• Regulatory examination (RE) 5
• Driver’s license and own transport (desirable)

Responsibilities

• Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs 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.
• Calculated 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 timeframes.
• 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 client’s financial wellness.
• Investigate client queries within the agreed service level and ensure that client receives timeous 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 and fair treatment of clients within 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 our innovative and trustworthy product offerings through professional and credible Financial Advisory services.

Skills

Field Sales

Financial services knowledge

Education

Matric / NQF 4

National Senior Certificate in Finance/ Business Management

FAIS Compliance

RE5

Job description

Metropolitan Life Ltd. in Mpumalanga invites a motivated Field Sales professional to attract, acquire and retain clients by selling our funeral, health, life and other financial solutions and to provide after sales service to ensure client retention.

You will engage with prospective clients, perform affordability analyses, advise on tax and legal implications of products, and maintain accurate records and timely reporting to meet targets while complying with FAIS and RE5 requirements.