Financial Adviser - Kzn / Mpumalanga (Pool)

Metropolitan Life Ltd.; Durban; On-site; ZAR 250,000 - 350,000; Full time

Job summary

A leading financial services provider in South Africa is seeking a Sales Consultant to attract and retain clients by selling company products. The ideal candidate will have a strong sales background, excellent communication skills, and the ability to provide financial advice. This role involves engaging clients, achieving sales targets, and ensuring compliance with industry standards. Join a company committed to empowering communities through financial solutions.

Qualifications

• At least 2 years' experience in sales and/or customer service roles.
• Experience in insurance and/or financial services is advantageous.
• Compliance with FAIS Fit and Proper requirements.

Responsibilities

• Engage prospective clients to highlight product features and benefits.
• Sell products aligned with client needs through affordability analysis.
• Provide financial advice to enhance clients' financial wellness.

Skills

Analytical thinking

Effective communication

Persuasion

Negotiation skills

Time management

Education

Matric or equivalent NQF 4 qualification

Finance or Business-related tertiary qualification

Job description

Position Type: Permanent

Role Family: Sales

Remote Opportunity: None of the time

Location - Country: South Africa

Location - Province: KwaZulu-Natal

Location - Town / City: KZN / Mpumalanga

Introduction: Metropolitan is one of the oldest financial services brands in South Africa.

With a legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that promote financial growth and security.

Metropolitan operates in South Africa and is present in 12 African countries including Namibia, Botswana, Kenya, Ghana, Nigeria, Lesotho, and Swaziland.

We provide financial wellness solutions tailored for low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions, and life insurance.

Visit us at: Please verify the legitimacy of this job advert on our company career page.

Role Purpose: To attract, acquire, and retain clients by selling company products to generate new business, providing after-sales service to ensure client retention, increasing market share, and contributing to the company's long-term viability.

Minimum Requirements:

1. Matric or equivalent NQF 4 qualification
2. At least 2 years' experience in sales and/or customer service roles
3. Experience in the insurance and/or financial services industry providing financial advice (advantageous)
4. Compliance with FAIS Fit and Proper requirements
5. Finance or Business-related tertiary qualification (desirable)
6. Driver's license and own transport (desirable)

Key Duties & Responsibilities:

• Internal Process: Engage prospective clients to highlight features and benefits of various products based on their financial needs, supporting their decision-making process.
• Sell products aligned with client needs through affordability analysis to meet their financial goals.
• Advise on tax and legal implications of products or changes.
• Accurately record client information, actions, and sales in the system.
• Complete administrative and reporting requirements timely.
• Achieve targets on production, quality, and conversion.
• Adhere to compliance requirements in the sales process as per legislative standards.
• Provide financial advice to enhance clients' financial wellness.

Client Service: Investigate client queries, provide timely feedback, escalate issues when necessary, and maintain strong relationships with clients and stakeholders. Offer accurate advice and participate in continuous improvement of client service.

People Development: Build collaborative relationships, participate in change initiatives, and continuously develop professional expertise.

Financial Management: Seek solutions to improve cost efficiency, manage resources responsibly, and contribute to risk management processes.

Core Competencies:

• Analytical thinking and problem-solving
• Effective communication and relationship building
• Persuasion and negotiation skills
• Positive attitude and resilience
• Time management and goal orientation

Enquiries and Policy:

We are committed to Employment Equity, diversity, and inclusion. All appointments align with our Employment Equity goals. We encourage applicants with disabilities to apply.