Financial Adviser - KZN North

Momentum; Durban; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading company in the financial services sector seeks enthusiastic individuals to enhance its client base. The role focuses on selling tailored financial products and ensuring customer satisfaction while navigating compliance regulations. The ideal candidate is motivated, experienced, and fluent in English, prepared to thrive in a competitive environment.

Qualifications

• 5 years’ experience for individuals with matric.
• 1-2 years’ experience for individuals with an undergraduate degree (preferred).
• Valid driver’s license.

Responsibilities

• Engage with prospective clients to understand their financial needs.
• Sell products that meet clients’ financial requirements.
• Achieve targets related to production, quality, and conversion.

Skills

Strong computer literacy skills

Fluency in English

Verbal fluency

Numerical reasoning ability

Entrepreneurial mindset

Education

Matric/N4 Equivalent Qualification

Undergraduate degree (preferred)

Job description

Metropolitan is one of the oldest financial services brands in South Africa, with a 125-year legacy of serving communities across Africa. The brand is present in South Africa and 7 other African countries, including Namibia, Botswana, Kenya, Ghana, and Lesotho. Metropolitan offers financial wellness solutions tailored for low-income clients, such as funeral insurance, health, savings, hospital cash-back cover, retirement solutions, and life insurance.

Visit us:
www.metropolitan.co.za

Disclaimer: As an applicant, 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 overall business objectives and long-term viability.

Requirements

• Matric/N4 Equivalent Qualification.
• FAIS requirements based on DOFA date.
• Relevant regulatory examinations if already working in the financial services industry.
• 5 years’ experience for individuals with matric.
• 1-2 years’ experience for individuals with an undergraduate degree (preferred).
• Strong computer literacy skills.
• Fluency in English.
• Valid driver’s license.

Duties & Responsibilities

• Engage with prospective clients to understand their financial needs.
• Sell products that meet clients’ financial requirements.
• Accurately record client information and sales details.
• Achieve targets related to production, quality, and conversion.
• Comply with legislative regulations and all compliance requirements.

Competencies

• Verbal fluency.
• Numerical reasoning ability.
• Ability to plan and manage time effectively.
• Self-reliance.
• Resilience, including drive, determination, risk tolerance, and ability to bounce back after setbacks.
• Ability to manage relationships well.
• Demonstrate sales behaviors, such as dealing with difficult clients, being competitive, achieving targets, and persistence.
• Entrepreneurial mindset, including setting ambitious targets, being self-reliant, and thriving in a high-risk environment.