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      Urgent! Financial Adviser Position in ITheku - Momentum
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:
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose 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 longterm viability.
Requirements
Matric or equivalent NQF 4 qualification 
2 years' experience in a sales and/or customer service role
2 years' experience in the insurance and/or financial services industry rendering financial advice (advantageous)
Compliance with FAIS Fit and Proper requirements
Finance or Business related tertiary qualification (desirable)
Driver's license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
Engage with prospective clients in order to highlight the 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.
CLIENT
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.
PEOPLE
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.
FINANCE
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.
Competencies
Examining Information: Analyses and process information; ask probing questions and strive to find solutions to problems.
Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
Meeting Timescales: Strong focus on meeting target and deadlines
Enquiries
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Unlock Your Financial Adviser Potential: Insight & Career Growth Guide
Real-time Financial Adviser Jobs Trends in ITheku, South Africa (Graphical Representation)
Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for Financial Adviser in ITheku, South Africa using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 8057 jobs in South Africa and 16 jobs in ITheku. This comprehensive analysis highlights market share and opportunities for professionals in Financial Adviser roles. These dynamic trends provide a better understanding of the job market landscape in these regions.
Great news! Momentum is currently hiring and seeking a Financial Adviser to join their team. Feel free to download the job details.
Wait no longer! Are you also interested in exploring similar jobs? Search now: Financial Adviser Jobs ITheku.
An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Momentum adheres to the cultural norms as outlined by Expertini.
The fundamental ethical values are:The average salary range for a Financial Adviser Jobs South Africa varies, but the pay scale is rated "Standard" in ITheku. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.
Key qualifications for Financial Adviser typically include Other General and a list of qualifications and expertise as mentioned in the job specification. Be sure to check the specific job listing for detailed requirements and qualifications.
To improve your chances of getting hired for Financial Adviser, consider enhancing your skills. Check your CV/Résumé Score with our free Resume Scoring Tool. We have an in-built Resume Scoring tool that gives you the matching score for each job based on your CV/Résumé once it is uploaded. This can help you align your CV/Résumé according to the job requirements and enhance your skills if needed.
            Here are some tips to help you prepare for and ace your job interview:
Before the Interview:To prepare for your Financial Adviser interview at Momentum, research the company, understand the job requirements, and practice common interview questions.
Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the Momentum's products or services and be prepared to discuss how you can contribute to their success.
By following these tips, you can increase your chances of making a positive impression and landing the job!
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