Introduction

Join Momentum Metropolitan Holdings, a leading financial services group dedicated to helping clients achieve their financial goals and life aspirations. Through trusted brands like Metropolitan and Momentum, we provide innovative financial solutions tailored to individuals, businesses, and communities. We are currently building a Talent Pool for Financial Advisors in Nelson Mandela Bay (Gqeberha/Uitenhage). If you are passionate about sales, client service, and making a meaningful impact, this opportunity is for you.

Location: Gqeberha/Uitenhage, Eastern Cape, South Africa
Company: Momentum Metropolitan Holdings (Metropolitan Life)
Position Type: Permanent
Role Family: Sales
Cluster: Metropolitan Life

 

 

 

Role Purpose

To attract, acquire, and retain clients by selling company products, generating new business, and providing after-sales service to ensure client retention, increase market share, and support long-term business goals.

Requirements

• Education:
  • Matric (NQF 4) or equivalent.
  • Finance or Business-related tertiary qualification (desirable).
• Experience:
  • 2 years in sales or customer service.
  • 2 years in insurance or financial services (advantageous).
• Licenses/Certifications:
  • Compliance with FAIS Fit and Proper requirements.
  • Driver’s license and own transport (desirable).

 

 

 

Duties & Responsibilities

Internal Process

• Engage potential clients, explaining product benefits based on their financial needs.
• Conduct affordability analysis and offer tailored financial solutions.
• Provide tax and legal product implications.
• Ensure accurate data entry and completion of administrative tasks.
• Meet sales, quality, and conversion targets.
• Ensure compliance with legislative requirements during the sales process.

Client Services

• Investigate and resolve client queries within agreed timelines.
• Escalate unresolved issues to relevant departments.
• Provide accurate, expert advice and maintain service level agreements.
• Build and sustain client relationships through trustworthy financial advisory services.

 

 

 

People Management

• Build collaborative relationships with peers and stakeholders.
• Participate in change initiatives and contribute innovative ideas.
• Commit to continuous professional development and career growth.

Financial Management

• Identify ways to enhance cost-effectiveness and operational efficiency.
• Manage company resources responsibly.
• Participate in risk identification and provide recommendations.

 

 

 

Competencies

• Analytical Skills: Ability to examine information and solve problems.
• Interpersonal Skills: Build relationships and maintain networks.
• Persuasion: Ability to influence others and negotiate effectively.
• Communication: Eloquent, confident, and clear in articulating ideas.
• Resilience: Maintain a positive attitude and recover from setbacks.
• Time Management: Meet targets and deadlines efficiently.

Enquiries: zowi.nkompela@metropolitan.com

Closing Date: 31 December 2024

This role is ideal for sales-driven individuals with a passion for financial services and client engagement.

APPLY HERE