Financial Adviser - Cape City

Momentum; Khayelitsha; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Metropolitan seeks a sales professional to attract, acquire and retain clients by selling company products and generating new business. You will provide after-sales service to ensure client retention and contribute to market growth in South Africa.

Required: Matric/N4, FAIS DOFA, regulatory exams if in financial services, 2–3 years in sales, strong computer literacy, and fluent English. Duties include engaging with prospects, selling products, recording client data, and meeting production

Qualifications

• Matric/N4 equivalent qualification.
• FAIS requirements based on DOFA date.
• Regulatory examinations if you are already working in the financial services industry.

Responsibilities

• Engage 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 conversion.
• Comply with legislative regulations and adhere to all compliance requirements.

Skills

Fluency in English

Strong computer literacy

Education

Matric/N4 Equivalent Qualification

FAIS requirements (DOFA)

Regulatory examinations (if in financial services)

Job description

Metropolitan is one of the oldest financial services brands in South Africa. With a 128-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: www.metropolitan.co.za

Role Purpose

Attract, 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.

Requirements

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date
• Relevant regulatory examinations if you are already working in the financial services industry.
• 2 - 3 years in a Sales environment.
• Strong computer literacy skills.
• Fluency in English.

Duties & Responsibilities

• Engage 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 conversion.
• Comply with legislative regulations and adhere to all compliance requirements.

Competencies

• Verbally fluent
• Numerical reasoning ability
• Be able to plan and manage their time.
• Self-reliant
• Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
• Manage relationships well.
• Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
• Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)