Financial Adviser - KZN/Mpumalanga (Pool)

Momentum; Durban; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A financial services provider is seeking an Entry Level Financial Advisor in Durban, KwaZulu-Natal. This role involves attracting and retaining clients by selling financial products and providing after-sales service. Applicants should have a Matric qualification and 2 years of experience in sales or customer service. This full-time position offers growth opportunities and the chance to improve client financial wellness.

Qualifications

• 2 years’ experience in a sales and/or customer service role.
• Experience in the insurance and/or financial services industry is advantageous.
• Compliance with FAIS Fit and Proper requirements.

Responsibilities

• Engage with prospective clients to highlight features and benefits of products.
• Investigate client queries and ensure timely feedback.
• Build and maintain client relationships.

Skills

Sales Skills

Customer Service

Financial Compliance

Relationship Building

Education

Matric or equivalent NQF 4 qualification

Finance or Business related tertiary qualification

Job description

Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving communities, Metropolitan provides affordable financial solutions that create 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. Metropolitan offers 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 or equivalent NQF 4 qualification
• 2 years’ experience in a sales and/or customer service role
• 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
• Compliance with FAIS Fit and Proper requirements
• Finance or Business related tertiary qualification (desirable)
• Driver’s license and own transport (desirable)

Duties & Responsibilities

• INTERNAL PROCESS: Engage with prospective clients to highlight features and benefits of various products based on financial wellness needs to support decision-making; sell products in line with client’s financial needs by conducting affordability analysis; advise on tax and legal implications; accurately capture client information, actions and sales in systems; complete administrative and reporting requirements within agreed timeframes; achieve targets on production, quality and conversion; adhere to compliance requirements in the sales process; provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
• CLIENT: Investigate client queries within agreed service levels and ensure timely feedback; escalate queries to relevant departments; provide accurate information and advice to clients and stakeholders; provide regular reports on service delivery against SLAs and client targets; build and maintain client relationships; make recommendations to improve client service and fair treatment; contribute to a culture of exceptional client service; proactively present products through professional and credible Financial Advisory services.
• PEOPLE: Develop and maintain productive working relationships with peers and stakeholders; influence and participate in change initiatives; continuously develop professional and legislative knowledge; contribute to continuous innovation; take ownership of career development.
• FINANCE: Identify solutions to enhance cost effectiveness and operational efficiency; manage financial and other company resources; contribute to risk identification and communicate recommendations.

Competencies

• Examining Information: Analyses and processes information; asks probing questions and seeks solutions.
• Interacting with People: Projects enthusiasm and builds relationships.
• Convincing People: Persuades others and negotiates effectively.
• Articulating Information: Explains concepts clearly and with confidence.
• Thinking Positively: Is optimistic and resilient.
• Meeting Timescales: Focused on meeting targets and deadlines.

Enquiries: [e-mail]

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

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