Opportunity
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Outbound Call Centre Financial Advisor in Bellville

Metropolitan is one of the oldest financial services brands in South Africa. With a 116 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 9 African countries including, Namibia, Botswana, Kenya, Ghana, Nigeria, Lesotho, and Swaziland. 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 insurance. www.metropolitan.co.za

Responsibilities
  • Selling Funeral Cover Policy to clients
  • Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress management
  • Regularly review client accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment
  • Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making
  • Conduct client financial needs analysis in order to develop and implement a customized financial plan to achieve clients’ financial goals

Benefits

  • Medical Aid
  • Performance Bonus
  • Pension
  • Training

Work Hours
  • Monday - Friday: 8:00am to 5:00pm
  • Saturdays: 8:00am to 1:00pm

Salary
Basic + Comm + Benefits

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