Financial Wellness Advisor | Grow Clients’ Wealth & Security

Momentum

Zeerust

On-site

ZAR 180,000 - 300,000

Full time

14 days+

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Job summary

Metropolitan is seeking a driven Sales Consultant to attract, acquire and retain clients by selling our financial solutions and delivering after-sales service to ensure client retention and growth in South Africa. Requirements include 2-3 years in a Sales/Call Centre environment, 2 years in the insurance/financial services industry, Matric (NQF4) and FAIS RE5.

The role involves engaging clients, conducting affordability analyses, advising on financial implications, recording actions, and

Qualifications

2-3 years experience in a Sales/ Call Centre environment (essential)
2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
Matric or equivalent NQF 4 qualification
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 features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
Sell products in line with client’s financial needs by conducting affordability analysis in order 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 in order 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.
Develop and maintain productive and collaborative working 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 continuous innovation through the development, sharing and implementation of new ideas.
Take ownership for driving career development.
Identify solutions to enhance cost effectiveness and increase operational efficiency.
Manage financial and other company resources under your control with due respect.
Provide input into the risk identification processes and communicate recommendations in the appropriate forum.