Financial Adviser - Central

Momentum; Bloemfontein; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Metropolitan in Bloemfontein is seeking a Sales professional to attract, acquire and retain clients by selling company financial products and providing after-sales service to ensure client retention.

You will engage with prospects, record client information, and aim to meet production, quality and conversion targets while complying with regulations. The role requires FAIS compliance, Matric/N4, and 1–3 years in sales; fluent English and strong computer literacy are essential.

Qualifications

• Matric/ N4 Equivalent qualification required.
• FAIS requirements based on DOFA date.
• Relevant regulatory examinations if already in financial services.

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

Sales experience

Education

Matric/ N4 Equivalent Qualification

FAIS requirements based on DOFA date

Relevant regulatory examinations

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.

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.
• 1 - 2 years' experience for individuals with undergraduate degree
• 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)