Metropolitan Career

Call Centre Agent

Details

Closing Date
2024/08/06
Reference Number
MMH240704-18
Job Title Call Centre Agent
Position Type Permanent
Role Family Sales
Cluster Metropolitan Life
Remote Opportunity None of the time
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Midrand

In the beginning

Metropolitan Financial Services is one of the oldest brands in South Africa that provides financial services.
Metropolitan, which has a history of serving the communities in which it operates for 125 years, is a symbol of true empowerment in the service of serving the people of Africa by providing them with affordable financial solutions that generate financial growth and security.

South Africa is the only country in which Metropolitan operates;
However, the brand is also present in twelve other African countries, including Namibia, Botswana, Kenya, Ghana, Nigeria, Lesotho, and Swaziland.
Metropolitan offers a variety of financial wellness solutions that are tailored to meet the requirements of clients with low incomes.
These solutions include life insurance, funeral insurance, health insurance, savings, hospital cash-back cover benefits, and retirement solutions.

Purpose of the Role

To continuously improve the long-term financial well-being of individuals, their families, and their communities through the promotion of empowerment and education, by selling financial solutions to individuals that will improve their financial well-being while also putting them at ease with regard to the future of their families.

The prerequisites

Matric or an equivalent qualification at the NQF4 level.
NQF 5 is the equivalent of a post-matriculation qualification.
Minimum of one year of experience working in a sales call center.
It is necessary for the candidate to possess the ability to become fit and proper in accordance with the requirements of the FSCA.
Proficient in making cold calls.
A Bachelor’s Degree (if you have no prior experience working in a call center).

A candidate who is fully fit and proper in accordance with the requirements of the Financial Services Commission (FSCA) is required to possess a RE 5, a qualification recognized by the FSCA that carries a minimum of 120 FAIS credits, a minimum of one year of experience in the financial services industry in the applicable sub category, and evidence of continuing professional development hours completed for each sub category.

The Obligations and Responsibilities

Make it a priority to achieve your personal financial goals by doing things like planning ahead, managing your time efficiently, being diligent, and managing stress in an appropriate manner.

In order to attract new business and improve the knowledge of prospective customers, you should hold information-sharing sessions on various topics related to financial planning.

Prior to swiftly taking action through decisions that are clear and well thought out, it is important to carefully analyze situations, comprehend the complexities involved, and understand the consequences.
Recognize issues with precision and take preventative measures to address them.

Find opportunities for business ownership in every interaction, and maintain your passion, resilience, concentration, and organization throughout the process.
Complete all administrative and reporting responsibilities associated with the role in a timely manner.

Engage in proactive client relationship building and maintenance by presenting our cutting-edge and reliable product offerings through the provision of credible and professional financial advisory services.

Provide assistance and direction to customers as they go through the decision-making process by demonstrating exceptional product knowledge and a focus on being customer-centric.

It is important to conduct regular reviews of client accounts in order to determine whether or not there is a need for a plan reassessment due to changes in life, economic conditions, or financial performance.

Develop healthy relationships with other people by being truthful, trusting, and respectful all the time.

To ensure that you are able to propose the most relevant and innovative client solutions and to comply with governance requirements, you must ensure that your knowledge of technical products and legislative requirements is always up to date.

Entrepreneurs should be self-assured and self-motivated, and they should pursue their targets and goals with unwavering intent.
Manage your time efficiently and make sure you are as productive as possible.
In order to ensure that plans are effective and relevant, as well as to identify any necessary updates, it is important to conduct research and monitor trends in the financial market.

With the goal of improving the client’s understanding and making decision-making easier, you should prepare, interpret, and present the client’s financial performance as well as any other pertinent information.

In order to develop and implement a customized financial plan that will help clients achieve their financial goals, it is necessary to conduct a financial needs analysis of the client.

Competencies and Abilities

Skilled in verbal communication.
Numerical reasoning ability.
be able to organize and manage their time effectively.
Fully independent.
Be resilient (having drive, determination, a tolerance for risk, and the ability to recover quickly from failures).

Carefully manage your relationships.
Provide evidence of sales behaviors such as dealing with difficult customers, being competitive, achieving, and being persistent.
Act in an entrepreneurial manner (by setting lofty goals, being self-sufficient, achieving financial success in high-risk environments, and exercising autonomy).