Jobs
>
Financial Advisor
>
Bloemfontein

    Financial Advisor - Bloemfontein, South Africa - MMI Holdings Ltd

    MMI Holdings Ltd
    MMI Holdings Ltd Bloemfontein, South Africa

    5 days ago

    Default job background
    Permanent
    Description
    Closing Date2023/03/31Reference NumberMMH Job TitleFinancial Advisor - Free State CentralPosition TypePermanentRole FamilySalesClusterMetropolitan LifeRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceFree StateLocation - Town / CityBloemfonteinIntroduction

    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 7 African countries including, Namibia, Botswana, Kenya, Ghana and Lesotho. 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

    Role PurposeAttract, 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
  • 1-2 years' experience in a financial advice rendering role (essential)
  • 1-3 years' experience in the financial services industry (desirable)
  • Degree in Financial Planning, Business, Finance, Economics, or equivalent qualification
  • Certificate of proficiency in Insurance or equivalent qualification
  • Relevant legislative/regulatory exams or qualifications
  • Specific licensing or registration
  • Certified Financial Planner (CFP) or equivalent registration
  • Interpersonal skills
  • Communication skills
  • Planning skills Influencing skills
  • Knowledge of the financial services industry
  • Knowledge of relevant legislation
    • 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 & required financial needs by conducting affordability analysis in order to achieve clients & required 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 & rsquos 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 processes information asks probing questions strives to find solutions to problems.
  • Interacting with People: Is lively and projects enthusiasm is talkative in making contact is focused on interacting and networking with people.
  • Convincing People: Is comfortable having to persuade others shapes opinions by being outspoken seeks to negotiate with others.
  • Articulating Information: Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information.
  • Conveying Self Confidence: Is self-assured and projects inner confidence is confident and determines own future values own contributions.
  • Thinking Positively: Is optimistic and positive recovers easily from setbacks and obstructions is jovial and projects cheerfulness.
  • Meeting Timescales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks.
  • Following Procedures: Conforms and adheres to rules closely follows instructions and procedures minimizes risks by sticking to processes.
  • Sanlam

    Financial Advisor

    5 days ago

    Sanlam Free State, South Africa

    Who are we? · Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide ...

  • Old Mutual

    Aspiring Financial Advisor

    5 days ago

    Old Mutual Bloemfontein, South Africa Full time

    Let's Write Africa's Story Together · Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. · Aspires to be a Financial Advisor · We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to ...

  • Old Mutual

    Commissioned Financial Advisor

    1 day ago

    Old Mutual Bloemfontein, South Africa Full time

    Let's Write Africa's Story Together · Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. · We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insuranc ...

  • Old Mutual

    MFC Salaried Financial Advisor

    5 days ago

    Old Mutual Bloemfontein, South Africa Full time

    Description · This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. What is a financial adviser? · The role of a financial adviser is one that demands utmost pr ...

  • Sanlam

    Sales Manager- Kuruman

    5 days ago

    Sanlam Free State, South Africa

    Who are we? · Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide ...

  • CTU Career Chatz

    Tertiary Education Consultant

    5 days ago

    CTU Career Chatz Bloemfontein, South Africa

    Purpose of the position · Tertiary Education Consultants promote the CTU Brand; build relationships with TOP FEEDER schools. Tertiary Education Consultants generate a marketing database by presenting to Grade 8 to 12 learners at various schools and events allocated to their regio ...

  • Aon

    Senior Client Manager

    1 week ago

    Aon Bloemfontein, South Africa Full time

    Senior Client Manager - Bloemfontein · Are you a commercial insurance specialist based in Bloemfontein? Passionate about clients? Read on · Aon South Africa is recruiting a Senior Client Manager in our Commercial department based, on a hybrid basis, from our offices in Bloemfont ...

  • CTU Career Chatz

    Tertiary Education Consultant

    5 days ago

    CTU Career Chatz Bloemfontein, South Africa Full time

    Purpose of the position · Tertiary Education Consultants promote the CTU Brand; build relationships with TOP FEEDER schools. Tertiary Education Consultants generate a marketing database by presenting to Grade 8 to 12 learners at various schools and events allocated to their regio ...