Current jobs related to Financial Advisor Tshwane MMH251103-3 - Pretoria - Metropolitan
-
Financial Advisor Tshwane MMH251103-3
1 day ago
Pretoria, Gauteng, South Africa Metropolitan Full time R250 000 - R500 000 per yearRole 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 long-term viability.Requirements2 - 3 years' experience in a Sales/ Call Centre environment (essential)2...
-
Financial Advisor Tshwane
2 weeks ago
Pretoria, South Africa Momentum Full timeMomentum City of Tshwane, Gauteng, South Africa Join to apply for the Financial Advisor Tshwane role at Momentum Metropolitan is one of the oldest financial services brands in South Africa. With a 127-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial...
-
Financial Advisor Tshwane
3 weeks ago
Pretoria, South Africa Momentum Full timeMetropolitan is one of the oldest financial services brands in South Africa, operating in South Africa and 12 African countries. We provide 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. Role Purpose Attract, acquire, and...
-
Financial Advisor Tshwane
3 weeks ago
Pretoria, South Africa Metropolitan Full timeIntroductionMetropolitan is one of the oldest financial services brands in South Africa. With a -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...
-
Chief Financial Officer
1 week ago
Pretoria, South Africa Tshwane Rapid Transit Pty Full timeIntroduction Tshwane Rapid Transit (Pty) Ltd is seeking an experienced executive professional to achieve a financially healthy and efficient organization. The CFO provides strategic direction of the company's finances including financial operations and direct supervision of financial resources, functions and activities. The CFO will play a leading role in...
-
Financial Advisor Tshwane
7 days ago
Pretoria, Gauteng, South Africa Metropolitan Full time R250 000 - R500 000 per yearIntroductionMetropolitan is one of the oldest financial services brands in South Africa. With a 127-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...
-
Experienced Financial Advisor
1 day ago
Pretoria Metropolitan Area, South Africa The Financial Specialists Pty Ltd Full time R8 000 000 - R32 000 000 per yearCompany DescriptionThe Financial Specialists Pty Ltd, powered by the Hereford Group offers a range of services including Financial Planning, Estate Planning, Personal Risk cover, Personal Investment Planning, Retirement Planning, Corporate Group Cover, Pension/Provident Funds, and Business Assurance. Representatives at The Financial Specialists Pty Ltd act...
-
Financial Advisor
2 weeks ago
Pretoria, South Africa Virtual Vibe Consulting Full timeDescription of the role: Our client based in Pretoria are looking for qualified Financial Advisors and non-qualified aspiring financial advisors to join their well-established team. Requirements Matric (Grade 12) Own reliable vehicle RE5 Certificate CPD Hours NQF5 Wealth management Competencies: 1 week product training and accreditation. 3 weeks sales and...
-
Financial Advisor
2 weeks ago
Pretoria, South Africa Virtual Vibe Consulting Full timeDescription of the role : Our client based in Pretoria are looking for qualified Financial Advisors and non-qualified aspiring financial advisors to join their well-established team. Requirements Matric (Grade 12) Own reliable vehicle RE5 Certificate CPD Hours NQF5 Wealth management Competencies 1 week product training and accreditation. 3 weeks sales and...
-
Chief Financial Officer
1 week ago
Pretoria, South Africa Tshwane Rapid Transit Pty Full timeIntroduction Tshwane Rapid Transit (Pty) Ltd is seeking an experienced executive professional to achieve a financially healthy and efficient organization. The CFO provides strategic direction of the company's finances including financial operations and direct supervision of financial resources, functions and activities. The CFO will play a leading role in...
Financial Advisor Tshwane MMH251103-3
4 weeks ago
Join to apply for the Financial Advisor Tshwane MMH -3 role at Metropolitan 3 days ago Be among the first 25 applicants Join to apply for the Financial Advisor Tshwane MMH -3 role at Metropolitan Get AI-powered advice on this job and more exclusive features. 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 long-term viability. Requirements 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 qualifications 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) Duties and Responsibilities INTERNAL PROCESS Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process. Sell products in line with client’s financial needs by conducting affordability analysis 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 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. As an applicant, please verify the legitimacy of this job advert on our company career page.- Seniority level Entry level Employment type Full-time Job function Finance and Sales Industries Insurance Referrals increase your chances of interviewing at Metropolitan by 2x Sign in to set job alerts for “Financial Advisor” roles. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
