Worksite Advisor
Momentum Metropolitan
- Sandton, Johannesburg
- Permanent
- Full-time
Reference Number MMH231022-1
Job Title Worksite Advisor
Position Type Permanent
Role Family Sales
Cluster Metropolitan Life
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Sandton
IntroductionMetropolitan 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 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 12 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. Visit us at: www.metropolitan.co.za.
Role PurposeTo assist in the maximisation of new and existing accounts via the assigned distribution by applying effective sales techniques and driving sales performance
RequirementsFormal Qualification
- Senior certificate (Grade 12).
- If DOFA with FSB is before 31 December 2009 - Insurance credits apply.
- If DOFA with FSB is from 1 January 2010 onwards – Full qualification applies.
- RE: Representative regulatory exam. Must have written and passed. Based on mandate from FSB.
- CPD qualification as required
- 3 years experience engaging with corporate entities and clients
- Proven Lead generation skills
- Complete the minimum sales required per day
- Enhance lead pipelines by engaging with key contact people, attending wellness days, networking seminars etc. (where applicable)
- Individual initiatives to create for lead generation opportunities
- Identify and target prospects as per annual marketing requirements on monthly basis
- Cross selling to existing database
- Assist in making contact and setting appointments where existing relationship exists
- Present AFD Credentials and establish relationship and opportunities
- Network with HR managers from companies
- Conduct cold canvassing
- Initiate individual initiatives to generate leads
- Network across business divisions for cross selling opportunities
- Complete market research and preparation to identify and target corporate clients
- Source leads by attending events held by joint ventures
- Create channels in order to acquire leads
- Educate clients on products and offerings
- Conduct thorough needs analysis
- Plan individual strategy and daily activity
- Apply effective time management
- Remain dated and informed on product knowledge
- Monitors own conversion ratio
- Develop personal selling and underwriting skills such as closing techniques
- Educate clients at the point of underwriting
- Keep updated on product knowledge
- Adhere to new business charter
- Perform underwriting in line with required standards and ensure that recommendations made are and based on TCF (Treating Customers Fairly) principles
- Generate a steady stream of new business
- Ensure Compliance to TCF ( Treating Clients Fairly)
- Computer literate
- Presentation skills – to groups or individuals
- Interpersonal skills
- Telephone etiquette
- Business communication - verbal
- Written communication
- E-mail etiquette and utilisation
- Industry and business trends and news knowledge
- Product knowledge
- TCF knowledge
- Company policy and procedure knowledge
- Underwriting knowledge
- Achieving Personal Work Goals & Objectives
- Professional appearance and approach – corporate
- Delivering Results & Meeting Customer Expectations
- Persuading & Influencing
- Relating & Networking
- Adhering to Principles & Values
- Working with People
- Planning & Organising
- Following Instructions & Procedures
- Coping with Pressure & Setbacks
- Adapting & Responding to Change
- Problem solving ability
- Organised
- Ambitious
- Adaptable
- Passionate about the purpose of the role
- Entrepreneurial spirit – proactive/ takes ownership/ resourceful/ target driven
- Team player