Relationship Consultant- Eastern Cape

2 weeks ago

East London, Eastern Cape, South Africa Metropolitan Life Full time

Introduction


Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.


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:

  • Minimum of 2 years experience in the financial services industry
  • Minimum of 2 years experience in a financial advice rendering role
  • Finance/Business related tertiary qualification (desirable)
  • Matric or equivalent NQF 4 qualification
  • Compliance with FAIS Fit and Proper requirements
  • Computer literacy (essential)
  • Own Car (Drivers License
  • Compulsory)

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 decisionmaking 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.
  • 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.

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.

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: Analyse and process information; ask probing questions; strives to find solutions to problems.
  • Interacting with People: Project enthusiasm; focus on interacting and networking with people.
  • Convincing People: Comfortable having to persuade others; shape opinions by being outspoken; seek to negotiate with others.
  • Articulating Information: Articulate in giving presentations; is eloquent and explains things well; projects social confidence when articulating information.
  • Conveying Self-Confidence: Selfassured and project inner confidence; confident and determines own future; value own contributions.
  • Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
  • Meeting Timescales: Target focused and meets deadlines; punctual and keep to schedule; reliable in finishing tasks.
  • Following Procedures: Conform and adhere to rules; closely follow instructions and procedures; minimise risks by sticking to processes.

  • Cash Crusader Buyers Wanted

    2 weeks ago

    East London, Eastern Cape, South Africa Cash Crusaders Eastern Cape Full time

    We are HiringCash Crusader Buyers WantedCash Crusaders is looking for highly motivated individuals to occupy the position of BuyerThe individual must:Have at least - 2 years' experience in a similar positionHave reliable referencesHave the ability to work under pressureBe willing to learn and be trainedExperience in consumer electronics will be an...

  • Catering Administration Assistant

    2 weeks ago

    East London, Eastern Cape, South Africa Eastern Province Caterers Full time

    We are a contract catering company in need of an Administration Assistant for the Operations Manager in East London.Duties: Complete all administration duties for the units in East London. Able to complete every 10 day income statements Assist with Stock Take as well as capturing of figures. Carries out administrative duties such as filing, typing, copying,...

  • External Sales Consultant

    2 weeks ago

    East London, Eastern Cape, South Africa Kontak Recruitment SA Full time

    East London, Eastern Cape - Sales External Sales Consultant ( Education) JB2662East London, Eastern CapeR8000 per month plus commissionGrade 12Diploma/Certification in sales and marketing would be beneficialOvertime when requiredDrivers license and own vehicle essential ( This is an essential part of the job as you will be driving to potential clients)To...

  • Eastern Cape Graduate Trainee Manager

    2 weeks ago

    East London, Eastern Cape, South Africa Yellow Pepper Recruitment Full time

    CALLING ALL GRADUATES 2023Eastern Cape( Must Have A Degree)Graduates Be InspiredWant to work for South Africa's largest growing retailers.We are looking for youWe want people whose values are aligned with our own, honesty, integrity and accountability.This retailer encourages employee growth and development. We have strong belief in career promotion from...

  • Reception/sales Consultant

    2 weeks ago

    East London, Eastern Cape, South Africa Profile Personnel Full time

    Reception/Sales Consultant required for a reputable nail company based in East London, Eastern CapeRequirements: Must have strong client relations experience Nail technician experience advantageous Strong administrative skills Excellent telephone etiquette experience Sales experience advantageous Strong communication skills and be comfortable engaging with...

  • Internal Sales Consultant

    2 weeks ago

    East London, Eastern Cape, South Africa Profile Personnel Full time

    Internal Sales Consultant required for a large Jewelry company based in East London, Eastern Cape Must have strong customer service skills Strong Administrative skills Strong sales abilities Experience in the jewelry / retail industry advantages Strong organizational skills High levels of energy and resilience with ability to work in a pressurized...

  • Sales Consultant

    2 weeks ago

    East London, Eastern Cape, South Africa MSK SECURITY Full time

    A SECURITY COMPANY BASED IN EL AND MDANTSANE IS LOOKING TO RECRUIT 2 SALES CONSULTANTS TO START 10TH APRIL 2023.PREVIUOS SALES EXPERIENCE IS REQUIRED. GRADE 12 IS VERY ESSENTIAL.COMPUTER LITERACY TO PREPARE QUOTES AND SEND E-MAILS OF PROPOSALS TO TO CLIENTS.TECHNICAL BACKGROUND IS ESSENTIAL.Job Types: Full-time, Part-timePart-time hours: 45 per weekSalary:...

  • Business Development Consultant

    2 weeks ago

    East London, Eastern Cape, South Africa Profile Personnel Full time

    Business Development Consultant The Business Development Consultant is responsible for providing analysis of a company and its existing practices, and makes recommendations necessary for improvements. It will involve marketing and other related duties.Major Duties:Develop new business models for theMaintaining client relations and generation of leads...

  • Optometrist Eastern Cape, East London Area

    2 weeks ago

    East London, Eastern Cape, South Africa Optivet Full time

    Diagnosing Refractive Errors and sight ProblemsPrescribing Glasses and Contact LensesVisual TherapyDispensing DutiesRepairs and AdjustmentsOptom Related AdministrationBuild and retain customer relationshipsComprehensive Consultations & Vision TestsOptometry DegreeHPCSA RegistrationUpdated CPD PointsExcellent Communication Skills, Verbal and...

  • Broker - (Eastern Cape)

    2 weeks ago

    East London, Eastern Cape, South Africa OUTsurance Full time

    Job DescriptionOverview and Purpose of the Role: Our business product offering has grown significantly over the years which has led to the development of the face to face channel. To facilitate this model the positions of OUTsurance Broker have emerged.The incumbent of this position will be responsible for growing and developing the business insurance...

  • Internal Sales Consultant

    2 weeks ago

    East London, Eastern Cape, South Africa Unique Personnel Full time

    Job Number 72565Job Type PermanentJob Title Internal Sales ConsultantComputer Skills MS OfficeIndustry Security SafetyCity Buffalo City (East London)Province Eastern Cape Instore Sales Consultant Facilitating orders and assisting customersInherent Requirements Matric essential Internal Sales/Customer Services experience Computer literateWhat Qualification...

  • Sales and Marketing Consultant

    2 weeks ago

    East London, Eastern Cape, South Africa Kontinental Engineering Full time

    We are currently looking for highly motivated and result-orientated Sales/Marketing Representative to join our dynamic team at a brick manufacturing company. As Sales/Marketing Representative, your primary focus will be on driving sales and generating revenue through the promotion and sale of our high-quality brick products. This position requires a strong...

  • Sales and Design Consultant

    2 weeks ago

    East London, Eastern Cape, South Africa Easylife Kitchens Full time

    Calling all Sales and Interior Designers in East London, Eastern CapeWe are an established and reputable company with factories in Johannesburg and Cape Town that use modern technology to ensure top-quality components and value for money.Easylife Kitchens is a professional organisation with over 31 years of experience. We are focused on growing our brand...

  • External Sales Consultant

    2 weeks ago

    East London, Eastern Cape, South Africa Re|source Consulting Full time

    Our client in the FMCG manufacturing sector is looking for an experienced sales consultant to drive new business acquisition and market penetration for the Eastern Cape region. This role provides a significant opportunity for growth in both scope and responsibilities within the company.ROLES AND RESPONSIBILITIES Build strong relationships with customers...

  • Truck Sales Executive

    2 weeks ago

    East London, Eastern Cape, South Africa GAP Consulting Full time

    Eastern Cape, East London Commercial Vehicles New Vehicle Sales Dept Market Related | Negotiable Job ref: Com000164/DL Vacancy type: PermanentSHIFTINTOHIGHCAREER by joining a well-established and highly successful Dealership that seeks the expertise of a Truck Sales Executive in East London Must have 3 to 5 years' experience in a Vehicle Sales capacity...

  • Sales Representative

    2 weeks ago

    East London, Eastern Cape, South Africa Dante Personnel Full time

    Eastern Cape, East London R R 50000 Monthly Cost To Company (Medical Aid and Pension Fund, Travel Allowance, Commission Structure)Medical Devices Giant looking for Surgical Sales Representative to mine Eastern Cape Territory.Minimum requirements: Tertiary Qualification in the Biosciences or medicalrelated discipline 5+ Years Experience in Full-Function Sales...

  • External Sales Consultant

    2 weeks ago

    East London, Eastern Cape, South Africa re|source consulting Full time

    Our client in the FMCG manufacturing sector is looking for an experienced sales consultant to drive new business acquisition and market penetration for the Eastern Cape region. This role provides a significant opportunity for growth in both scope and responsibilities within the company.ROLES AND RESPONSIBILITIES Build strong relationships with customers...

  • Relationship Manager

    2 weeks ago

    East London, Eastern Cape, South Africa OLP Full time

    Job Position: Relationship ManagerRef: 4273Location: Mthatha / East LondonSalary: R200 - R400 per hourOne year contract position - March February 2024(extension till December 2024 based on satisfactory performance)Qualifications / Requirements: Bachelor's Degree in Economics, Business, or Finance is preferred Minimum of 10 years of relevant experience in the...

  • Hybrid Account Manager& Business Consultant

    2 weeks ago

    East London, Eastern Cape, South Africa J Smith Collier & Associates Full time

    An opportunity has become available for Hybrid Account Manager based in East London and a Business ConsultantPurpose of the Positions Developing business growth opportunities by actioning the strategic goals of the organization and delivering a premium class service to our customers and future and potential customers.Responsibilities:Your duties and...

  • Sales Consultant

    2 weeks ago

    East London, Eastern Cape, South Africa G Marketing Full time

    MINIMUM REQUIREMENTS Passed Grade 12 (nonnegotiable). Basic English. Willingness to learn on the Job. Willingness to relocate or travelling Must be in East London or surrounding areas. Good communication Skills. Available ASAP.Ability to commute/relocate: East London,Eastern Cape: Reliably commute or planning to relocate before starting work...