Financial Adviser

Metropolitan; Cape Town; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial services company is seeking a Financial Adviser in Cape Town. The role involves engaging clients, selling financial products, and achieving sales targets. The ideal candidate will have a Matric/N4 equivalent qualification and strong computer literacy skills, with 1-2 years of experience preferred. This position offers the opportunity to contribute to clients' financial wellness through various products.

Qualifications

• 1-2 years' experience for individuals with undergraduate degree (preferred).
• Relevant regulatory examinations if already in the financial services industry.

Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients' financial requirements.
• Achieve targets related to production, quality and conversion.

Skills

Strong computer literacy skills

Fluency in English

Numerical reasoning ability

Education

Matric / N4 Equivalent Qualification

Job description

Closing Date / 12 / 04 Reference NumberMMH Job TitleFinancial Adviser - Cape City Position TypePermanent Role FamilySales ClusterMetropolitan Life Remote OpportunityNone of the time Location - CountrySouth Africa Location - ProvinceWestern Cape Location - Town / CityCape Town, Southern Suburbs, Goodwood, Parow & Milnerton IntroductionMetropolitan is one of the oldest financial services brands in South Africa.

With a -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 7 African countries including, Namibia, Botswana, Kenya, Ghana and Lesotho.

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 : DisclaimerAs an applicant, please verify the legitimacy of this job advert on our company career page.

Role PurposeAttract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.RequirementsMatric / N4 Equivalent Qualification.FAIS requirements based on DOFA date.Relevant regulatory examinations if you are already working in the financial services industry.1-2 years' experience for individuals with undergraduate degree (preferred).

Strong computer literacy skillsFluency in English Duties & ResponsibilitiesEngage with prospect clients to understand their financial needs.Sell products that align with the clients' financial requirements.Accurately record client information and sales details.Achieve targets related to production, quality and conversionply with legislative regulations and adhere to all compliance requirements.

CompetenciesVerbally fluentNumerical reasoning abilityBe able to plan and manage their timeSelf-reliantBe resilient (drive, determination, risk tolerance, bounce back after setbacks)Manage relationships wellDemonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).

Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)