Metropolitan Vacancies – Broker Consultant

Job Description:

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

Job Responsibilities:

• Initiate and manage marketing drives to secure profitable, quality new business from brokers
• Prepare quotations, receive and check new business applications
• Ensure the business’s processes and policies are adhered to in the management of relationships at all times, and to represent the company in a professional, business-like manner
• Partner with and identify the needs of brokers and provide the necessary support
• Arrange premium payment facilities and open new facilities as required
• Continuously analyze competitor strategies and ensure knowledge is current on competitor activity, new products and services
• Establish and maintain business relationships in order to grow market share with existing brokers
• Efficiently apply technology and update investment knowledge in the business
• Manage administration related to missed payments, broker contract applications, after sales service, etc.
• Negotiate with intermediaries regarding the level of business and servicing requirements
• Promote Metropolitan solutions through marketing presentations and training
• Maintain productive levels with acceptable quality of business and manage the risk of such business
• Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service
• Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery
• Deliver training to brokers to ensure their understanding of Metropolitan products and services where necessary
• Promote and market the Metropolitan brand and its solutions to brokers to influence the sale of in-house products

Job Requirements:

• Diversity and Inclusiveness
• Drive for Results
• Collaboration
• Client / Stakeholder Commitment
• Leads Change and Innovation
• Self-Awareness and Insight
• Impact and Influence
• Business Acume

Qualification & Experience:

• Grade 12/NQF 4 equivalent qualification
• Product knowledge and competitor intelligence
• Proficient in English with the ability to speak multiple languages with some African languages (preferred)
• At least 1 years’ experience as a Broker Consultant
• Valid driver’s license and own transport
• FSB recognized qualification listed or credits pertaining to the date of first appointment in the industry, listed on the most recently published Board notice as published for recognized qualification, to fulfil the duties of a compliant supervisor (minimum 120 Credits)
• FAIS Representative Regulatory Exam Level 5 passed

Job Details:

Company: Metropolitan

Vacancy Type:  Full Time

Job Location: Pretorira, Gauteng, SA

Application Deadline: N/A

Apply Here

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