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11x Elevate Your Career with Metropolitan in Port Elizabeth

Step into a promising future with Metropolitan, headquartered in the bustling city of Port Elizabeth. Open until the 26th of June, 2023, this remarkable opportunity is your ticket to a rewarding career in a prestigious company. Set your sights on success and join our team of trailblazers in shaping a vibrant and inclusive future.

Hiring Company:– Metropolitan
Job Title:- Financial Advisor
Location:- Port Elizabeth
Closing Date:- 26 June 2023

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
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

Apply Online for Financial Advisor

If No Response Is Received Before 26 June This Year, Consider It Unsuccessful

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Hiring Company:– Metropolitan
Job Title:- Financial Advisor
Location:- Gauteng
Closing Date:- 26 June 2023

Requirements
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)

Matric Or Equivalent Nqf 4 Qualification

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.

Apply Online for Financial Advisor

If No Response Is Received Before 26 June This Year, Consider It Unsuccessful

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Hiring Company:– Metropolitan
Job Title:- Financial Advisor
Location:- Ekurhuleni
Closing Date:- 26 June 2023

Requirements
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)
Matric Or Equivalent Nqf 4 Qualification
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.

Apply Online for Financial Advisor

If No Response Is Received Before 26 June This Year, Consider It Unsuccessful

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Hiring Company:– Metropolitan
Job Title:- Regional Manager
Location:- Zululand
Closing Date:- 26 June 2023

Requirements
Grade 12/nqf 4 Equivalent Qualification
Fais Representative Regulatory Exam Level 5 Passed
Fais Representative Regulatory Exam Level 1 Passed
126 Fais Related Credits
Minimum 1 Year Managerial Experience In Overseeing The Rendering Of Financial Advice To Fulfil The Duties Of A Compliant Key Individual And Be Registered With The Fsb
Duties & Responsibilities
Implement And Manage The Operational Plans For The Region And Ensure That Is Aligned To The Overall Business Strategy.
Develop, Implement And Manage A Risk Management Strategy For The Region Than Drives Compliance To The Relevant Legislation.
Manage The Effective And Efficient Delivery/implementation Of All Projects Impacting On The Region.
Identify Entrepreneurial Opportunities, Trends, Threats, And Environmental Influences Related To The Region In Every Interaction And Remain Passionate, Resilient, Focused And Organised.
Manage The Regional Sales Target And Interpret Emerging Trends (Competitor, Market Intelligence Etc.) And Opportunities Within The Branches And Regions To Enhance Sales Activities.
Ensure A Reduction Of Wastage Through The Prevention Of Fraud, Resource Management And Policy Claim Ratios And The Prevention Thereof.
Drive The Adherence To High Ethical Standards And Ensure Legislative And Internal Compliance Within The Region.
Ensure Efficient Client Service And Administration Processes Are Implemented, Maintained And Managed Within The Region.
Market Allocation To Ensure That Each Branch Manager Has Adequate And Appropriate Market Access Opportunities.
Ensure That Segmentation Insights, Information And Toolkis Are Used By Branch Managers To Guide Staff To Identify And Reach Target Segment Customers.
Implement, Utilise And Oversee The Effective Utilisation Of The Distribution Management Operating System To Monitor And Manage Financial Performance.
Develop And Oversee The Implementation Of Sales Plans, In Collaboration With The Branch Managers, To Increase New Sales Opportunities And Penetration Levels.
Monitor And Track Branch Performance To Ensure That Branches Meet Or Exceed Agreed Productivity, Production And Quality Targets.
Provide Competitor Product And Activity Feedback To Segment And Product Development Teams In Order To Identify Current And Prospective Sales Opportunities.
Nsure Technical Product And Legislative Knowledge And That It Is Always Current In Order To Advise On The Most Relevant And Innovative Branch And Client Solutions And Comply With Governance And Compliance Requirements.
Ensure That Branch Managers Optimise Sales Support Zones To Appropriately Manage Poor Performance And Minimise Staff Turn-over
Induct, Develop And Support Branch Managers To Meet And Exceed Performance And Productivity Standards In Order To Enable Passionate And Confident Managers

Apply Online for Regional Manager

If No Response Is Received Before 26 June This Year, Consider It Unsuccessful

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Hiring Company:– Metropolitan
Job Title:- Branch Manager
Location:- Cape Town
Closing Date:- 26 June 2023

Qualifications:

    • Matric or equivalent NQF Level 4 qualification
    • FAIS Representative Regulatory Exam Level 5 passed.
    • 126 credit FAIS recognised qualification.
    • Experience
    • 3-5 years’ working experience in the insurance industry environment.
    • A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP.
    • Class of Business 3 and 7 (Preferable).
    • Experience in Long-Term Insurance Sub-category

Apply Online for Branch Manager

If No Response Is Received Before 26 June This Year, Consider It Unsuccessful

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Hiring Company:– Metropolitan
Job Title:- Financial Adviser
Location:- Paarl
Closing Date:- 26 June 2023

Requirements
BCom Accounting, Financial Management or Management Accounting.
Registered chartered accountant with South African Institute of Chartered Accountants or management accountant Chartered Institute of Management Accountants (preferred).
5-7 years in financial management in an insurance environment.
Knowledge of the insurance and investment industry.

Apply Online for Financial Adviser

If No Response Is Received Before 26 June This Year, Consider It Unsuccessful

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Hiring Company:– Metropolitan
Job Title:- Financial Adviser
Location:- Boland
Closing Date:- 26 June 2023

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

Apply Online for Financial Adviser

If No Response Is Received Before 26 June This Year, Consider It Unsuccessful

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Hiring Company:– Metropolitan
Job Title:- Branch Manager
Location:- Sibasa
Closing Date:- 26 June 2023

Requirements
Experience And Qualifications:

 

3-5 Years Experience In A Sales Environment

Minimum 1 Year Managerial Experience In Overseeing The Rendering Of Financial Advice To Fulfil The Duties Of A Compliant Key Individual And Be Registered With The Fsp

Matric Or Equivalent Nqf 4 Qualifcation

Fais Representative Regulatory Exam Level 5 Passed

120 Fais Related Credits

Experience In Fais Tier 1 Long Term Insurance Products As Well As Experience In Pension Benefit Products

Apply Online for Branch Manager

If No Response Is Received Before 26 June This Year, Consider It Unsuccessful

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Hiring Company:– Metropolitan
Job Title:- Branch Manager Motherwell
Location:- Port Elizabeth
Closing Date:- 15 June 2023

Requirements

Matric Or Equivalent Nqf Level 4 Qualification

Fais Representative Regulatory Exam Level 5 Passed

120 Credit Fais Recognised Qualification

Experience

 

3-5 Years’ Working Experience In The Insurance Industry Environment

A Minimum Of 2 Years Managerial Experience In Overseeing The Rendering Of Financial Advice To Fulfil The Duties Of A Compliant Key Individual And Be Registered With The Fsp

Class Of Business 3 And 7 (Preferable)

Apply Online for Branch Manager Motherwell

If No Response Is Received Before 26 June This Year, Consider It Unsuccessful

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Hiring Company:– Metropolitan
Job Title:- Branch Manager
Location:- Tsolo
Closing Date:- 15 June 2023

Requirements
Qualifications:

 

Matric Or Equivalent Nqf Level 4 Qualification

Fais Representative Regulatory Exam Level 5 Passed

120 Credit Fais Recognised Qualification

Experience

 

3-5 Years’ Working Experience In The Insurance Industry Environment

A Minimum Of 2 Years Managerial Experience In Overseeing The Rendering Of Financial Advice To Fulfil The Duties Of A Compliant Key Individual And Be Registered With The Fsp

Class Of Business 3 And 7 (Preferable)

Apply Online for Branch Manager 

If No Response Is Received Before 26 June This Year, Consider It Unsuccessful

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Hiring Company:– Metropolitan
Job Title:- Financial Adviser
Location:- George
Closing Date:- 30 June 2023

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

Apply Online for Financial Adviser

If No Response Is Received Before 30 June This Year, Consider It Unsuccessful

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