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Financial Advisers Outbound (#27382) at Metropolitan Retail

MMI Holdings Limited (MMI) is a South African based financial services group listed on the South African stock exchange, the JSE. The group operates in the market through several client-facing brands including Metropolitan and Momentum, South Africa’s number one cell captive insurer Guardrisk and wellness & rewards programme Multiply. MMI operates on the African continent, United Kingdom, and India through a direct presence, strategic partnerships and joint ventures.

MMI’s purpose is to improve the lifetime Financial Wellness of people, their communities and their businesses. Financial Wellness is a continuous process of planning and management for individuals, households and businesses, with the aim of affording expenses and achieving goals over one’s lifetime. Our promise to our clients is to be their Financial Wellness partner over this life-long journey, using our expertise and solutions to help them develop and reach their goals. Visit us at www.mmiholdings.co.za.


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.


Engage with clients to determine their requirements and recommend relevant products in order to achieve sales targets


  • Minimum entry level qualification of Grade 12 or an equivalent NQF4 qualification

  • FSB recognised qualification or credits pertaining to the date of first appointment in the industry, listed on the most recently published Board notice as published for recognised qualification

  • Ability to speak African languages

  • 4 years’ general work experience

  • Understanding of financial services retail distribution channel business

  • Minimum 2 year experience in the rendering of financial services


  • Call prospective clients in order to highlight the features and benefits of the various products.

  • Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision making process.

  • Conduct client financial needs analysis in order to create a customised financial plan to achieve clients’ financial goals.

  • Accurately capture client information, relevant actions and sales on the systems.

  • Accurately complete all administrative and reporting requirements within agreed timeframes.

  • Achieve set targets on production, quality and conversion.

  • Adhere to compliance requirements in the sales process in line with legislative requirements.

  • Investigate client queries within the agreed service level and ensure that client receives timeous feedback

  • Escalate client queries to the relevant department or stakeholder

  • Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services

  • Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets

  • Provide authoritative, expertise and advice to clients and stakeholders

  • Build and maintain relationships with clients and internal and external stakeholders

  • Make recommendations to improve client service and fair treatment of clients within area of responsibility

  • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service

  • Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.

  • Develop and maintain productive and collaborative working relationships with peers and stakeholders

  • Positively influence and participate in change initiatives

  • Continuously develop own expertise in terms of professional, industry and legislation knowledge

  • Contribute to continuous innovation through the development, sharing and implementation of new ideas

  • Take ownership for driving career development

  • Identify solutions to enhance cost effectiveness and increase operational efficiency

  • Manage financial and other company resources under your control with due respect

  • Provide input into the risk identification processes and communicate recommendations in the appropriate forum.


  • Business Acumen

  • Client/ Stakeholder Commitment

  • Drive for Results

  • Leads Change and Innovation

  • Collaboration

  • Impact and Influence

  • Self-Awareness and Insight

  • Diversity and Inclusiveness


The above-mentioned position is currently available in the TeleChannel department at our Alternative Channel division at our office in Belville.


For further information please contact Sihle Miya who is the HC Business Partner dealing with this position on 087 742 5112.

Please submit your application via our Careers page on www.mmiholdings.co.za

To apply, please follow the official system application process and get in touch with the PeopleSoft Helpdesk (021 940 5169) if you need further assistance.

Closing Date

8 July 2019

Contact Details

Sihle Miya

SMiya@metropolitan.co.za(The purpose for this email address is solely for queries regarding the advertised position and no emailed CV’s will be accepted. Only online applications submitted via our Careers page will be considered.)


All positions will be filled in accordance with our Employment Equity plan.

We also encourage people with disabilities to apply.


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