Metropolitan Life
Metropolitan Life invites qualified candidates to apply for the Call Centre Agent job that has become available.
Location: Midrand, Gauteng, South Africa
Position Type: Permanent
Closing Date: 6 August 2024
Reference Number: MMH240704-18
Role Purpose:
To continuously enhance the lifetime financial wellness of people, their families, and their communities through empowerment and education by selling financial solutions that enhance their financial well-being and provide peace of mind regarding their families’ futures.
Requirements:
- Grade 12 or an equivalent NQF4 qualification.
- Post matric qualification equivalent of NQF 5.
- At least 1 year’s Call Centre Sales working experience.
- Aptitude to become Fit and Proper as per the requirements of the FSCA.
- Cold Calling Experience.
- Undergraduate Degree (If no experience in Call Centre).
- Fully Fit and Proper as per FSCA requirements, RE 5, FSCA recognized qualification with a minimum of 120 FAIS credits, minimum 1-year financial services experience in the applicable subcategory, and proof of CPD hours completed per subcategory.
Duties & Responsibilities:
- Proactively strive to achieve personal financial targets through effective planning, time management, diligence, and appropriate stress management.
- Present information-sharing sessions on financial planning topics to engage new business and enhance potential clients’ knowledge.
- Analyse situations carefully, understand the complexity and consequences before taking quick, well-thought-out decisions.
- Accurately identify problems and proactively solve them.
- Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused, and organized.
- Complete all administrative and reporting duties related to the role in a timely manner.
- Proactively build and maintain client relationships by presenting innovative and trustworthy product offerings through professional and credible Financial Advisory services.
- Support and guide clients through the decision-making process by displaying exceptional product knowledge and customer-centricity.
- Regularly review client accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
- Build sound relationships with others through honesty, trust, and respect.
- Ensure technical product and legislative knowledge is always current to propose the most relevant and innovative client solutions and comply with governance requirements.
- Be self-confident, self-motivated entrepreneurs, and relentlessly pursue targets and goals.
- Effectively manage time and ensure optimal productivity.
- Research and monitor financial market trends to ensure that plans are relevant, effective, and to identify any necessary updates.
- Prepare, interpret, and present client financial performance and other relevant information to enhance client understanding and facilitate decision-making.
- Conduct client financial needs analysis to develop and implement a customized financial plan to achieve clients’ financial goals.
Competencies:
- Verbally fluent.
- Numerical reasoning ability.
- Ability to plan and manage time effectively.
- Self-reliant.
- Resilient (drive, determination, risk tolerance, ability to bounce back after setbacks).
- Good relationship management skills.
- Demonstrate sales behaviours (handle difficult clients, competitive, achieving, persistent).
- Entrepreneurial mindset (set ambitious targets, self-reliant, financial prosperity in high-risk environment, autonomy).
Application Process
To apply for this position, click here to access the online form and follow the instructions provided.
If the post has expired or the link no longer works, you can search for other jobs at www.jobsandmore.co.za.
Policy:
- Metropolitan Life is committed to Employment Equity, diversity, and inclusion when recruiting internally and externally.
- All appointments are made in alignment with our Employment Equity goals, and we encourage people with disabilities to apply.
Introduction:
Metropolitan is one of the oldest financial services brands in South Africa, with a 125-year legacy of serving the communities in which it operates. Metropolitan represents true empowerment by serving Africa’s people through affordable financial solutions that foster financial growth and security.
The brand operates in South Africa and 12 other African countries including Namibia, Botswana, Kenya, Ghana, Nigeria, Lesotho, and Swaziland. Metropolitan provides financial wellness solutions for low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions, and life insurance.
Visit us at: www.metropolitan.co.za
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